Sard Wealth Management Group’s Palantir PLTR Stock Holding History

Sard Wealth Management Group’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	$757K	Sell	4,045 -755	-16%	-$120K	0.3%	33
2026 Q2	$560K	Sell	4,800 -370	-7%	-$50.5K	0.27%	34
2026 Q1	$756K	Sell	5,170 -12	-0.2%	-$1.84K	0.41%	27
2025 Q4	$921K	Buy	5,182 +1,841	+55%	+$333K	0.51%	21
2025 Q3	$609K	Sell	3,341 -195	-6%	-$31.6K	0.35%	29
2025 Q2	$482K	Buy	3,536 +437	+14%	+$51.3K	0.3%	31
2025 Q1	$262K	Buy	3,099 +159	+5%	+$14K	0.18%	39
2024 Q4	$222K	Buy	+2,940	New	+$171K	0.15%	41

Other funds holding PLTR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sard Wealth Management Group's PLTR Position: Q3 2026 in Review

Sard Wealth Management Group reduced its Palantir (PLTR) stake by 16% in Q3 2026, selling an estimated $120K and leaving 4,045 shares worth $757K. The position accounts for 0.3% of the portfolio, ranked #33.

Sard Wealth Management Group first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $921K in Q4 2025. 2,511 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Sard Wealth Management Group held 4,045 shares of Palantir worth $757K as of Q3 2026.
Sard Wealth Management Group sold 755 Palantir shares in Q3 2026, an estimated $120K.
Palantir made up 0.3% of Sard Wealth Management Group's portfolio in Q3 2026, its #33 holding.
Sard Wealth Management Group first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
Sard Wealth Management Group's Palantir position peaked at $921K in Q4 2025.
2,511 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.