USAdvisors Wealth Management
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USAdvisors Wealth Management’s Palantir PLTR Stock Holding History

USAdvisors 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 		– Sell
-2,000
Closed -$233K – 152
2026
Q2 		$233K Buy
+2,000
New +$273K 0.07% 134
2026
Q1 		– Sell
-1,330
Closed -$236K – 142
2025
Q4 		$236K Buy
1,330
+51
+4% +$9.23K 0.08% 124
2025
Q3 		$233K Sell
1,279
-896
-41% -$145K 0.08% 118
2025
Q2 		$296K Sell
2,175
-3,048
-58% -$357K 0.11% 97
2025
Q1 		$440K Buy
+5,223
New +$459K 0.15% 85

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
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

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

USAdvisors Wealth Management sold out of Palantir (PLTR) in Q3 2026, closing a stake of 2,000 shares — an estimated $233K sold.

USAdvisors Wealth Management first reported a position in PLTR in Q1 2025 and held it in 5 quarters. The position peaked at $440K in Q1 2025. 2,112 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • USAdvisors Wealth Management reported no remaining Palantir position as of Q3 2026 after selling out during the quarter.
  • USAdvisors Wealth Management sold 2,000 Palantir shares in Q3 2026, an estimated $233K.
  • USAdvisors Wealth Management first reported a position in Palantir in Q1 2025 and held it in 5 quarters.
  • USAdvisors Wealth Management's Palantir position peaked at $440K in Q1 2025.
  • 2,112 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.