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Wells Trecaso Financial Group’s Palantir PLTR Stock Holding History

Wells Trecaso Financial Group’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
Q3 		$255K Sell
1,400
-350
-20% -$56.7K 0.12% 72
2025
Q2 		$239K Buy
+1,750
New +$205K 0.07% 86

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Trecaso Financial Group's PLTR Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Palantir (PLTR) stake by 20% in Q3 2025, selling an estimated $56.7K and leaving 1,400 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #72.

Wells Trecaso Financial Group first reported a position in PLTR in Q2 2025 and has held it in 2 quarters since. 2,832 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Wells Trecaso Financial Group held 1,400 shares of Palantir worth $255K as of Q3 2025.
  • Wells Trecaso Financial Group sold 350 Palantir shares in Q3 2025, an estimated $56.7K.
  • Palantir made up 0.12% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #72 holding.
  • Wells Trecaso Financial Group first reported a position in Palantir in Q2 2025 and has held it in 2 quarters since.
  • 2,832 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.