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YHB Investment Advisors’s Palantir PLTR Stock Holding History

YHB Investment Advisors’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 		$2.29M Buy
12,254
+137
+1% +$21.8K 0.14% 117
2026
Q2 		$1.41M Buy
12,117
+1,641
+16% +$224K 0.09% 146
2026
Q1 		$1.53M Buy
10,476
+474
+5% +$72.5K 0.11% 140
2025
Q4 		$1.78M Buy
10,002
+477
+5% +$86.4K 0.12% 132
2025
Q3 		$1.74M Sell
9,525
-21
-0.2% -$3.4K 0.13% 128
2025
Q2 		$1.3M Buy
9,546
+1,108
+13% +$130K 0.1% 147
2025
Q1 		$712K Buy
8,438
+4,513
+115% +$396K 0.06% 175
2024
Q4 		$297K Buy
+3,925
New +$229K 0.02% 233

Other funds holding PLTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

YHB Investment Advisors's PLTR Position: Q3 2026 in Review

YHB Investment Advisors increased its Palantir (PLTR) stake by 1.1% in Q3 2026, buying an estimated $21.8K and bringing the position to 12,254 shares worth $2.29M. The position accounts for 0.14% of the portfolio, ranked #117.

YHB Investment Advisors first reported a position in PLTR in Q4 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • YHB Investment Advisors held 12,254 shares of Palantir worth $2.29M as of Q3 2026.
  • YHB Investment Advisors bought 137 Palantir shares in Q3 2026, an estimated $21.8K.
  • Palantir made up 0.14% of YHB Investment Advisors's portfolio in Q3 2026, its #117 holding.
  • YHB Investment Advisors first reported a position in Palantir in Q4 2024 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.