James T. Borello RIA’s Palantir PLTR Stock Holding History

James T. Borello RIA’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	$366K	Sell	1,955 -60	-3%	-$9.6K	0.08%	82
2026 Q2	$235K	Buy	2,015 +17	+0.9%	+$2.32K	0.05%	104
2026 Q1	$292K	Buy	1,998 +285	+17%	+$43.6K	0.07%	85
2025 Q4	$304K	Buy	1,713 +161	+10%	+$29.1K	0.08%	82
2025 Q3	$283K	Buy	1,552 +252	+19%	+$40.8K	0.08%	79
2025 Q2	$177K	Hold	1,300	–	–	0.05%	90
2025 Q1	$110K	Hold	1,300	–	–	0.04%	98
2024 Q4	$98.3K	Hold	1,300	–	–	0.04%	93
2024 Q3	$48.4K	Hold	1,300	–	–	0.02%	97
2024 Q2	$32.9K	Hold	1,300	–	–	0.01%	104
2024 Q1	$29.9K	Hold	1,300	–	–	0.01%	103
2023 Q4	$22.3K	Buy	+1,300	New	+$23.2K	0.02%	86

Other funds holding PLTR

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

James T. Borello RIA's PLTR Position: Q3 2026 in Review

James T. Borello RIA reduced its Palantir (PLTR) stake by 3% in Q3 2026, selling an estimated $9.6K and leaving 1,955 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #82.

James T. Borello RIA first reported a position in PLTR in Q4 2023 and has held it in 12 quarters since. 727 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

James T. Borello RIA held 1,955 shares of Palantir worth $366K as of Q3 2026.
James T. Borello RIA sold 60 Palantir shares in Q3 2026, an estimated $9.6K.
Palantir made up 0.08% of James T. Borello RIA's portfolio in Q3 2026, its #82 holding.
James T. Borello RIA first reported a position in Palantir in Q4 2023 and has held it in 12 quarters since.
727 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.