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Sheaff Brock Investment Advisors’s Palantir PLTR Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$1.69M Buy
20,021
+5,252
+36% +$461K 0.16% 115
2024
Q4 		$1.12M Buy
14,769
+285
+2% +$16.6K 0.1% 159
2024
Q3 		$539K Hold
14,484
– – 0.05% 245
2024
Q2 		$367K Sell
14,484
-4,100
-22% -$92.3K 0.03% 295
2024
Q1 		$428K Buy
18,584
+850
+5% +$18.1K 0.03% 303
2023
Q4 		$304K Buy
17,734
+5,000
+39% +$89.1K 0.02% 339
2023
Q3 		$204K Hold
12,734
– – 0.02% 394
2023
Q2 		$195K Buy
12,734
+1,005
+9% +$11.4K 0.02% 425
2023
Q1 		$99.1K Sell
11,729
-1,800
-13% -$14.1K 0.01% 482
2022
Q4 		$86.9K Buy
13,529
+1,260
+10% +$9.55K 0.01% 470
2022
Q3 		$100K Sell
12,269
-16,590
-57% -$148K 0.01% 461
2022
Q2 		$262K Buy
28,859
+700
+2% +$6.92K 0.02% 371
2022
Q1 		$387K Sell
28,159
-2,345
-8% -$31.3K 0.03% 320
2021
Q4 		$556K Sell
30,504
-9,525
-24% -$210K 0.04% 264
2021
Q3 		$963K Buy
40,029
+8,525
+27% +$208K 0.07% 179
2021
Q2 		$830K Buy
31,504
+3,300
+12% +$76.3K 0.06% 196
2021
Q1 		$657K Buy
+28,204
New +$774K 0.05% 210

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sheaff Brock Investment Advisors's PLTR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Palantir (PLTR) stake by 36% in Q1 2025, buying an estimated $461K and bringing the position to 20,021 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #115.

Sheaff Brock Investment Advisors first reported a position in PLTR in Q1 2021 and has held it in 17 quarters since. 2,192 funds tracked by Wall St. Rank hold PLTR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 20,021 shares of Palantir worth $1.69M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 5,252 Palantir shares in Q1 2025, an estimated $461K.
  • Palantir made up 0.16% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #115 holding.
  • Sheaff Brock Investment Advisors first reported a position in Palantir in Q1 2021 and has held it in 17 quarters since.
  • 2,192 funds tracked by Wall St. Rank held Palantir as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.