Wealth Enhancement Advisory Services’s Palantir PLTR Stock Holding History

Wealth Enhancement Advisory Services’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	$99.3M	Buy	524,808 +31,977	+6%	+$5.1M	0.15%	124
2026 Q2	$59.2M	Buy	492,831 +30,031	+6%	+$4.1M	0.1%	185
2026 Q1	$65M	Sell	462,800 -1,301,395	-74%	-$199M	0.13%	139
2025 Q4	$317M	Buy	1,764,195 +5,691	+0.3%	+$1.03M	0.43%	37
2025 Q3	$320M	Buy	1,758,504 +1,107,390	+170%	+$179M	0.48%	35
2025 Q2	$87.5M	Sell	651,114 -1,120,026	-63%	-$131M	0.14%	140
2025 Q1	$149M	Buy	1,771,140 +1,095,937	+162%	+$96.2M	0.29%	64
2024 Q4	$51.1M	Buy	675,203 +50,916	+8%	+$2.97M	0.1%	198
2024 Q3	$23.2M	Sell	624,287 -173,571	-22%	-$5.33M	0.05%	326
2024 Q2	$20.2M	Buy	797,858 +487,606	+157%	+$11M	0.05%	329
2024 Q1	$7.14M	Buy	310,252 +71,315	+30%	+$1.52M	0.02%	565
2023 Q4	$4.1M	Sell	238,937 -42,616	-15%	-$759K	0.01%	662
2023 Q3	$4.5M	Buy	+281,553	New	+$4.48M	0.01%	606

Other funds holding PLTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's PLTR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Palantir (PLTR) stake by 6.5% in Q3 2026, buying an estimated $5.1M and bringing the position to 524,808 shares worth $99.3M. The position accounts for 0.15% of the portfolio, ranked #124.

Wealth Enhancement Advisory Services first reported a position in PLTR in Q3 2023 and has held it in 13 quarters since. The position peaked at $320M in Q3 2025. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Wealth Enhancement Advisory Services held 524,808 shares of Palantir worth $99.3M as of Q3 2026.
Wealth Enhancement Advisory Services bought 31,977 Palantir shares in Q3 2026, an estimated $5.1M.
Palantir made up 0.15% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #124 holding.
Wealth Enhancement Advisory Services first reported a position in Palantir in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Palantir position peaked at $320M in Q3 2025.
1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.