Root Financial Partners
PLTR icon

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 		– Sell
-500
Closed -$58.3K – 3836
2026
Q2 		$58.3K Buy
+500
New +$68.2K ﹤0.01% 405

Other funds holding PLTR

Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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. 2,732 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.
  • 2,732 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.