Surience Private Wealth’s Palantir PLTR Stock Holding History

Surience Private Wealth’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
2025 Q4	–	Sell	-24,818	Closed	-$4.53M	–	41
2025 Q3	$4.53M	Buy	24,818 +6,432	+35%	+$1.04M	4.14%	7
2025 Q2	$2.51M	Buy	18,386 +13,258	+259%	+$1.55M	2.35%	16
2025 Q1	$433K	Sell	5,128 -36,739	-88%	-$3.23M	0.75%	19
2024 Q4	$3.17M	Sell	41,867 -68,031	-62%	-$3.96M	4.09%	13
2024 Q3	$4.09M	Buy	+109,898	New	+$3.37M	4.18%	7
2024 Q2	–	Sell	-173,917	Closed	-$4M	–	36
2024 Q1	$4M	Buy	+173,917	New	+$3.71M	3.79%	8

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Surience Private Wealth's PLTR Position: Q4 2025 in Review

Surience Private Wealth sold out of Palantir (PLTR) in Q4 2025, closing a stake of 24,818 shares — an estimated $4.53M sold.

Surience Private Wealth first reported a position in PLTR in Q1 2024 and held it in 6 quarters. The position peaked at $4.53M in Q3 2025. 3,044 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

Surience Private Wealth reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
Surience Private Wealth sold 24,818 Palantir shares in Q4 2025, an estimated $4.53M.
Surience Private Wealth first reported a position in Palantir in Q1 2024 and held it in 6 quarters.
Surience Private Wealth's Palantir position peaked at $4.53M in Q3 2025.
3,044 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.