Summit Wealth Group (Colorado)
PLTR icon

Summit Wealth Group (Colorado)’s Palantir PLTR Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.23M Buy
6,568
+2,444
+59% +$390K 0.08% 148
2026
Q2 		$481K Buy
4,124
+12
+0.3% +$1.64K 0.04% 222
2026
Q1 		$602K Buy
4,112
+710
+21% +$109K 0.06% 156
2025
Q4 		$605K Sell
3,402
-4,479
-57% -$811K 0.08% 128
2025
Q3 		$356K Buy
7,881
+5,091
+182% +$825K 0.04% 321
2025
Q2 		$380K Buy
+2,790
New +$327K 0.1% 156

Other funds holding PLTR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PLTR Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Palantir (PLTR) stake by 59% in Q3 2026, buying an estimated $390K and bringing the position to 6,568 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #148.

Summit Wealth Group (Colorado) first reported a position in PLTR in Q2 2025 and has held it in 6 quarters since. 2,819 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Summit Wealth Group (Colorado) held 6,568 shares of Palantir worth $1.23M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 2,444 Palantir shares in Q3 2026, an estimated $390K.
  • Palantir made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #148 holding.
  • Summit Wealth Group (Colorado) first reported a position in Palantir in Q2 2025 and has held it in 6 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.