Strategic Planning Group
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Strategic Planning Group’s Palantir PLTR Stock Holding History

Strategic Planning 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 		$10.4M Buy
55,390
+2,635
+5% +$420K 1.07% 36
2026
Q2 		$6.16M Buy
52,755
+2,805
+6% +$383K 0.67% 46
2026
Q1 		$7.31M Buy
49,950
+1,934
+4% +$296K 1.02% 34
2025
Q4 		$8.53M Buy
48,016
+2,809
+6% +$509K 1.1% 32
2025
Q3 		$8.25M Buy
45,207
+5,198
+13% +$842K 1.11% 31
2025
Q2 		$5.45M Buy
40,009
+1,254
+3% +$147K 0.89% 43
2025
Q1 		$3.27M Buy
38,755
+70
+0.2% +$6.15K 0.64% 59
2024
Q4 		$2.93M Buy
+38,685
New +$2.25M 0.54% 62
2024
Q2 		– Sell
-70,323
Closed -$1.62M – 100
2024
Q1 		$1.62M Buy
70,323
+18,479
+36% +$394K 0.4% 67
2023
Q4 		$890K Buy
+51,844
New +$923K 0.3% 90

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Strategic Planning Group's PLTR Position: Q3 2026 in Review

Strategic Planning Group increased its Palantir (PLTR) stake by 5% in Q3 2026, buying an estimated $420K and bringing the position to 55,390 shares worth $10.4M. The position accounts for 1.07% of the portfolio, ranked #36.

Strategic Planning Group first reported a position in PLTR in Q4 2023 and has held it in 10 quarters since. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Strategic Planning Group held 55,390 shares of Palantir worth $10.4M as of Q3 2026.
  • Strategic Planning Group bought 2,635 Palantir shares in Q3 2026, an estimated $420K.
  • Palantir made up 1.07% of Strategic Planning Group's portfolio in Q3 2026, its #36 holding.
  • Strategic Planning Group first reported a position in Palantir in Q4 2023 and has held it in 10 quarters since.
  • 1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Strategic Planning Group's 13F filing for Q3 2026, filed 22 Oct 2026.