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Toth Financial Advisory’s Palantir PLTR Stock Holding History

Toth Financial Advisory’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 		$874K Buy
4,671
+3,934
+534% +$627K 0.09% 146
2026
Q2 		$86K Sell
737
-605
-45% -$82.5K 0.01% 315
2026
Q1 		$196K Buy
1,342
+115
+9% +$17.6K 0.02% 221
2025
Q4 		$218K Buy
1,227
+14
+1% +$2.53K 0.02% 212
2025
Q3 		$221K Sell
1,213
-2,653
-69% -$430K 0.02% 211
2025
Q2 		$527K Buy
3,866
+2,192
+131% +$257K 0.06% 155
2025
Q1 		$141K Sell
1,674
-36
-2% -$3.16K 0.02% 220
2024
Q4 		$129K Buy
1,710
+415
+32% +$24.2K 0.02% 219
2024
Q3 		$48.2K Hold
1,295
– – 0.01% 297
2024
Q2 		$32.8K Buy
1,295
+174
+16% +$3.92K ﹤0.01% 335
2024
Q1 		$25.8K Sell
1,121
-32,550
-97% -$694K ﹤0.01% 370
2023
Q4 		$578K Buy
33,671
+32,946
+4,544% +$587K 0.08% 156
2023
Q3 		$11.6K Hold
725
– – ﹤0.01% 426
2023
Q2 		$11.1K Hold
725
– – ﹤0.01% 453
2023
Q1 		$6.13K Hold
725
– – ﹤0.01% 515
2022
Q4 		$4.65K Sell
725
-200
-22% -$1.52K ﹤0.01% 509
2022
Q3 		$8K Hold
925
– – ﹤0.01% 500
2022
Q2 		$8K Hold
925
– – ﹤0.01% 468
2022
Q1 		$13K Sell
925
-100
-10% -$1.33K ﹤0.01% 438
2021
Q4 		$19K Sell
1,025
-160
-14% -$3.53K ﹤0.01% 406
2021
Q3 		$28K Hold
1,185
– – ﹤0.01% 361
2021
Q2 		$31K Buy
1,185
+90
+8% +$2.08K ﹤0.01% 324
2021
Q1 		$26K Buy
+1,095
New +$30K ﹤0.01% 352

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

Toth Financial Advisory's PLTR Position: Q3 2026 in Review

Toth Financial Advisory increased its Palantir (PLTR) stake by 534% in Q3 2026, buying an estimated $627K and bringing the position to 4,671 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #146.

Toth Financial Advisory first reported a position in PLTR in Q1 2021 and has held it in 23 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Toth Financial Advisory held 4,671 shares of Palantir worth $874K as of Q3 2026.
  • Toth Financial Advisory bought 3,934 Palantir shares in Q3 2026, an estimated $627K.
  • Palantir made up 0.09% of Toth Financial Advisory's portfolio in Q3 2026, its #146 holding.
  • Toth Financial Advisory first reported a position in Palantir in Q1 2021 and has held it in 23 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.