Tidemark’s Palantir PLTR Stock Holding History

Tidemark’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	$380K	Sell	2,600 -54	-2%	-$8.26K	0.1%	93
2025 Q4	$472K	Sell	2,654 -254	-9%	-$46K	0.13%	73
2025 Q3	$530K	Sell	2,908 -235	-7%	-$38.1K	0.15%	70
2025 Q2	$428K	Buy	3,143 +446	+17%	+$52.3K	0.14%	78
2025 Q1	$228K	Buy	2,697 +161	+6%	+$14.1K	0.08%	108
2024 Q4	$192K	Buy	2,536 +342	+16%	+$19.9K	0.07%	113
2024 Q3	$81.6K	Buy	2,194 +550	+33%	+$16.9K	0.03%	175
2024 Q2	$41.6K	Hold	1,644	–	–	0.02%	243
2024 Q1	$37.8K	Buy	1,644 +918	+126%	+$19.6K	0.02%	271
2023 Q4	$12.5K	Buy	+726	New	+$12.9K	0.01%	394

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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