SP
PLTR icon

Successful Portfolios’s Palantir PLTR Stock Holding History

Successful Portfolios’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 		$596K Buy
3,152
+10
+0.3% +$1.59K 0.28% 74
2026
Q2 		$403K Hold
3,142
– – 0.19% 107
2026
Q1 		$438K Sell
3,142
-249
-7% -$38.1K 0.24% 88
2025
Q4 		$602K Sell
3,391
-29
-0.8% -$5.25K 0.31% 71
2025
Q3 		$624K Buy
3,420
+70
+2% +$11.3K 0.36% 57
2025
Q2 		$457K Sell
3,350
-6
-0.2% -$704 0.28% 71
2025
Q1 		$283K Sell
3,356
-38
-1% -$3.34K 0.19% 114
2024
Q4 		$257K Buy
+3,394
New +$198K 0.17% 122

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Successful Portfolios's PLTR Position: Q3 2026 in Review

Successful Portfolios increased its Palantir (PLTR) stake by 0.32% in Q3 2026, buying an estimated $1.59K and bringing the position to 3,152 shares worth $596K. The position accounts for 0.28% of the portfolio, ranked #74.

Successful Portfolios first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $624K in Q3 2025. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Successful Portfolios held 3,152 shares of Palantir worth $596K as of Q3 2026.
  • Successful Portfolios bought 10 Palantir shares in Q3 2026, an estimated $1.59K.
  • Palantir made up 0.28% of Successful Portfolios's portfolio in Q3 2026, its #74 holding.
  • Successful Portfolios first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • Successful Portfolios's Palantir position peaked at $624K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.