Sunbelt Securities’s Palantir PLTR Stock Holding History

Sunbelt Securities’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 Q1	$12.2M	Sell	83,167 -10,605	-11%	-$1.62M	0.77%	20
2025 Q4	$16.7M	Buy	93,772 +11,915	+15%	+$2.16M	1.11%	13
2025 Q3	$14.9M	Buy	81,857 +18,906	+30%	+$3.06M	1.03%	14
2025 Q2	$4.76M	Sell	62,951 -14,376	-19%	-$1.69M	0.42%	50
2025 Q1	$6.53M	Buy	77,327 +14,376	+23%	+$1.26M	0.58%	32
2024 Q4	$4.86M	Buy	62,951 +60,991	+3,112%	+$3.55M	0.43%	49
2024 Q3	$72.9K	Buy	1,960 +1,715	+700%	+$52.6K	0.01%	843
2024 Q2	$6.21K	Buy	245 +200	+444%	+$4.5K	﹤0.01%	1354
2024 Q1	$1.03K	Sell	45 -1,005	-96%	-$21.4K	﹤0.01%	1576
2023 Q4	$18K	Sell	1,050 -225	-18%	-$4.01K	﹤0.01%	1052
2023 Q3	$20.4K	Hold	1,275	–	–	﹤0.01%	1012
2023 Q2	$19.5K	Sell	1,275 -1,475	-54%	-$16.8K	﹤0.01%	1030
2023 Q1	$22.4K	Buy	+2,750	New	+$21.5K	﹤0.01%	930

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return