Wambolt & Associates’s Palantir PLTR Stock Holding History

Wambolt & Associates’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 Q2	$2.71M	Sell	20,730 -1,394	-6%	-$163K	0.91%	33
2025 Q1	$1.87M	Buy	22,124 +2,268	+11%	+$199K	0.64%	58
2024 Q4	$1.5M	Buy	+19,856	New	+$1.16M	0.48%	67

Other funds holding PLTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wambolt & Associates's PLTR Position: Q2 2025 in Review

Wambolt & Associates reduced its Palantir (PLTR) stake by 6.3% in Q2 2025, selling an estimated $163K and leaving 20,730 shares worth $2.71M. The position accounts for 0.91% of the portfolio, ranked #33.

Wambolt & Associates first reported a position in PLTR in Q4 2024 and has held it in 3 quarters since. 2,607 funds tracked by Wall St. Rank hold PLTR as of Q2 2025.

Wambolt & Associates held 20,730 shares of Palantir worth $2.71M as of Q2 2025.
Wambolt & Associates sold 1,394 Palantir shares in Q2 2025, an estimated $163K.
Palantir made up 0.91% of Wambolt & Associates's portfolio in Q2 2025, its #33 holding.
Wambolt & Associates first reported a position in Palantir in Q4 2024 and has held it in 3 quarters since.
2,607 funds tracked by Wall St. Rank held Palantir as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.