SSWM
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Sheets Smith Wealth Management’s Palantir PLTR Stock Holding History

Sheets Smith Wealth Management’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
Q2 		$1.6M Buy
13,695
+2,200
+19% +$300K 0.16% 134
2026
Q1 		$1.68M Buy
11,495
+44
+0.4% +$6.73K 0.19% 118
2025
Q4 		$2.04M Buy
11,451
+131
+1% +$23.7K 0.22% 101
2025
Q3 		$2.06M Buy
11,320
+4,991
+79% +$809K 0.23% 92
2025
Q2 		$863K Sell
6,329
-23
-0.4% -$2.7K 0.1% 190
2025
Q1 		$536K Sell
6,352
-6,317
-50% -$555K 0.07% 240
2024
Q4 		$958K Buy
12,669
+3,747
+42% +$218K 0.12% 165
2024
Q3 		$332K Buy
+8,922
New +$274K 0.04% 307
2024
Q2 		– Sell
-19,125
Closed -$440K – 397
2024
Q1 		$440K Buy
+19,125
New +$408K 0.05% 265
2022
Q1 		– Sell
-12,100
Closed -$220K – 379
2021
Q4 		$220K Buy
12,100
+50
+0.4% +$1.1K 0.03% 346
2021
Q3 		$290K Buy
+12,050
New +$294K 0.04% 305

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return