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Whitaker-Myers Wealth Managers’s Palantir PLTR Stock Holding History

Whitaker-Myers Wealth Managers’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 		– Sell
-5,073
Closed -$692K – 133
2025
Q2 		$692K Sell
5,073
-377
-7% -$44.2K 0.17% 57
2025
Q1 		$460K Buy
5,450
+1,954
+56% +$172K 0.13% 70
2024
Q4 		$264K Buy
+3,496
New +$204K 0.08% 99

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

Whitaker-Myers Wealth Managers's PLTR Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Palantir (PLTR) in Q3 2025, closing a stake of 5,073 shares — an estimated $692K sold.

Whitaker-Myers Wealth Managers first reported a position in PLTR in Q4 2024 and held it in 3 quarters. The position peaked at $692K in Q2 2025. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Palantir position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 5,073 Palantir shares in Q3 2025, an estimated $692K.
  • Whitaker-Myers Wealth Managers first reported a position in Palantir in Q4 2024 and held it in 3 quarters.
  • Whitaker-Myers Wealth Managers's Palantir position peaked at $692K in Q2 2025.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.