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Todd Wealth Management’s Palantir PLTR Stock Holding History

Todd Wealth Management’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 		$544K Sell
2,909
-20
-0.7% -$3.19K 0.42% 55
2026
Q2 		$342K Sell
2,929
-20
-0.7% -$2.73K 0.26% 73
2026
Q1 		$431K Buy
2,949
+2
+0.1% +$306 0.39% 60
2025
Q4 		$524K Buy
+2,947
New +$534K 0.47% 53

Other funds holding PLTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Todd Wealth Management's PLTR Position: Q3 2026 in Review

Todd Wealth Management reduced its Palantir (PLTR) stake by 0.68% in Q3 2026, selling an estimated $3.19K and leaving 2,909 shares worth $544K. The position accounts for 0.42% of the portfolio, ranked #55.

Todd Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 4 quarters since. 1,324 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Todd Wealth Management held 2,909 shares of Palantir worth $544K as of Q3 2026.
  • Todd Wealth Management sold 20 Palantir shares in Q3 2026, an estimated $3.19K.
  • Palantir made up 0.42% of Todd Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Todd Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 4 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.