Wellington Shields & Co
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Wellington Shields & Co’s Palantir PLTR Stock Holding History

Wellington Shields & Co’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
-8,659
Closed -$1.01M – 232
2026
Q2 		$1.01M Sell
8,659
-5,700
-40% -$778K 0.23% 103
2026
Q1 		$2.1M Sell
14,359
-1,375
-9% -$210K 0.54% 48
2025
Q4 		$2.8M Hold
15,734
– – 0.69% 33
2025
Q3 		$2.87M Sell
15,734
-945
-6% -$153K 0.75% 30
2025
Q2 		$2.27M Buy
16,679
+1,130
+7% +$133K 0.64% 36
2025
Q1 		$1.31M Sell
15,549
-150
-1% -$13.2K 0.41% 58
2024
Q4 		$1.19M Buy
15,699
+8,650
+123% +$504K 0.36% 62
2024
Q3 		$262K Buy
7,049
+260
+4% +$7.98K 0.08% 192
2024
Q2 		$172K Sell
6,789
-2,500
-27% -$56.3K 0.06% 224
2024
Q1 		$214K Buy
+9,289
New +$198K 0.07% 203

Other funds holding PLTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Wellington Shields & Co's PLTR Position: Q3 2026 in Review

Wellington Shields & Co sold out of Palantir (PLTR) in Q3 2026, closing a stake of 8,659 shares — an estimated $1.01M sold.

Wellington Shields & Co first reported a position in PLTR in Q1 2024 and held it in 10 quarters. The position peaked at $2.87M in Q3 2025. 1,929 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Wellington Shields & Co reported no remaining Palantir position as of Q3 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 8,659 Palantir shares in Q3 2026, an estimated $1.01M.
  • Wellington Shields & Co first reported a position in Palantir in Q1 2024 and held it in 10 quarters.
  • Wellington Shields & Co's Palantir position peaked at $2.87M in Q3 2025.
  • 1,929 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Wellington Shields & Co's 13F filing for Q3 2026, filed 3 Nov 2026.