Whittier Trust’s Palantir PLTR Stock Holding History

Whittier Trust’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 Q1	$40.4M	Buy	273,176 +77,934	+40%	+$11.9M	0.46%	55
2025 Q4	$35.1M	Buy	195,242 +67,453	+53%	+$12.2M	0.38%	58
2025 Q3	$22.1M	Buy	127,789 +76,765	+150%	+$12.4M	0.25%	80
2025 Q2	$6.96M	Sell	51,024 -1,144	-2%	-$134K	0.08%	180
2025 Q1	$4.4M	Sell	52,168 -1,054	-2%	-$92.6K	0.06%	211
2024 Q4	$4.03M	Sell	53,222 -4,304	-7%	-$251K	0.05%	218
2024 Q3	$2.14M	Buy	57,526 +600	+1%	+$18.4K	0.03%	271
2024 Q2	$1.44M	Sell	56,926 -1,126	-2%	-$25.4K	0.02%	305
2024 Q1	$1.34M	Buy	58,052 +1,493	+3%	+$31.8K	0.02%	312
2023 Q4	$971K	Buy	56,559 +11,427	+25%	+$204K	0.02%	362
2023 Q3	$722K	Hold	45,132	–	–	0.01%	400
2023 Q2	$692K	Buy	45,132 +147	+0.3%	+$1.67K	0.01%	409
2023 Q1	$380K	Sell	44,985 -100	-0.2%	-$783	0.01%	515
2022 Q4	$289K	Buy	45,085 +11,168	+33%	+$84.7K	0.01%	564
2022 Q3	$276K	Buy	33,917 +4,529	+15%	+$40.3K	0.01%	562
2022 Q2	$267K	Buy	29,388 +7,394	+34%	+$73.1K	0.01%	575
2022 Q1	$302K	Buy	+21,994	New	+$293K	0.01%	586

Other funds holding PLTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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