Walled Lake Planning & Wealth Management’s Palantir PLTR Stock Holding History

Walled Lake Planning & 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
2025 Q4	–	Sell	-2,612	Closed	-$476K	–	143
2025 Q3	$476K	Sell	2,612 -1,000	-28%	-$162K	0.16%	78
2025 Q2	$492K	Hold	3,612	–	–	0.16%	69
2025 Q1	$305K	Sell	3,612 -1,780	-33%	-$156K	0.11%	98
2024 Q4	$408K	Sell	5,392 -1,254	-19%	-$73K	0.15%	82
2024 Q3	$247K	Buy	+6,646	New	+$204K	0.09%	111
2021 Q4	–	Sell	-2,063	Closed	-$50K	–	261
2021 Q3	$50K	Hold	2,063	–	–	0.03%	164
2021 Q2	$54K	Hold	2,063	–	–	0.04%	151
2021 Q1	$48K	Buy	+2,063	New	+$56.6K	0.03%	146

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

Walled Lake Planning & Wealth Management's PLTR Position: Q4 2025 in Review

Walled Lake Planning & Wealth Management sold out of Palantir (PLTR) in Q4 2025, closing a stake of 2,612 shares — an estimated $476K sold.

Walled Lake Planning & Wealth Management first reported a position in PLTR in Q1 2021 and held it in 8 quarters. The position peaked at $492K in Q2 2025. 3,057 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

Walled Lake Planning & Wealth Management reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 2,612 Palantir shares in Q4 2025, an estimated $476K.
Walled Lake Planning & Wealth Management first reported a position in Palantir in Q1 2021 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Palantir position peaked at $492K in Q2 2025.
3,057 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.