Vertex Planning Partners’s Palantir PLTR Stock Holding History

Vertex Planning Partners’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
2025 Q4	–	Sell	-1,302	Closed	-$237K	–	183
2025 Q3	$237K	Buy	+1,302	New	+$211K	0.05%	185

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vertex Planning Partners's PLTR Position: Q4 2025 in Review

Vertex Planning Partners sold out of Palantir (PLTR) in Q4 2025, closing a stake of 1,302 shares — an estimated $237K sold.

Vertex Planning Partners first reported a position in PLTR in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 3,057 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

Vertex Planning Partners reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 1,302 Palantir shares in Q4 2025, an estimated $237K.
Vertex Planning Partners first reported a position in Palantir in Q3 2025 and held it in 1 quarter.
Vertex Planning Partners's Palantir position peaked at $237K in Q3 2025.
3,057 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.