Root Financial Partners’s Palantir PLTR Stock Holding History

Root Financial Partners’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.85M	Sell	9,887 -6,112	-38%	-$974K	0.06%	83
2026 Q2	$1.87M	Buy	15,999 +176	+1%	+$24K	0.07%	80
2026 Q1	$2.31M	Sell	15,823 -6,740	-30%	-$1.03M	0.11%	57
2025 Q4	$4.01M	Buy	22,563 +15,881	+238%	+$2.87M	0.2%	40
2025 Q3	$1.22M	Buy	6,682 +282	+4%	+$45.7K	0.08%	76
2025 Q2	$872K	Buy	6,400 +1,734	+37%	+$203K	0.08%	82
2025 Q1	$394K	Sell	4,666 -1,467	-24%	-$129K	0.04%	132
2024 Q4	$464K	Buy	+6,133	New	+$357K	0.06%	120

Other funds holding PLTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's PLTR Position: Q3 2026 in Review

Root Financial Partners reduced its Palantir (PLTR) stake by 38% in Q3 2026, selling an estimated $974K and leaving 9,887 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #83.

Root Financial Partners first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.01M in Q4 2025. 1,334 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Root Financial Partners held 9,887 shares of Palantir worth $1.85M as of Q3 2026.
Root Financial Partners sold 6,112 Palantir shares in Q3 2026, an estimated $974K.
Palantir made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #83 holding.
Root Financial Partners first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Palantir position peaked at $4.01M in Q4 2025.
1,334 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.