True Wealth Design’s Palantir PLTR Stock Holding History

True Wealth Design’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	$206K	Buy	1,408 +260	+23%	+$39.8K	0.06%	92
2025 Q4	$204K	Buy	1,148 +46	+4%	+$8.33K	0.06%	80
2025 Q3	$201K	Buy	1,102 +403	+58%	+$65.3K	0.06%	70
2025 Q2	$95.3K	Buy	699 +73	+12%	+$8.56K	0.03%	111
2025 Q1	$52.9K	Buy	626 +123	+24%	+$10.8K	0.02%	176
2024 Q4	$38.1K	Buy	503 +114	+29%	+$6.64K	0.01%	216
2024 Q3	$14.5K	Buy	389 +361	+1,289%	+$11.1K	0.01%	372
2024 Q2	$710	Buy	28 +9	+47%	+$203	﹤0.01%	590
2024 Q1	$438	Buy	19 +9	+90%	+$192	﹤0.01%	648
2023 Q4	$172	Buy	10 +3	+43%	+$53	﹤0.01%	698
2023 Q3	$112	Buy	7 +2	+40%	+$32	﹤0.01%	711
2023 Q2	$77	Buy	5 +4	+400%	+$45	﹤0.01%	737
2023 Q1	$9	Hold	1	–	–	﹤0.01%	860
2022 Q4	$6	Buy	+1	New	+$8	﹤0.01%	803

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