Back to PLTR
Heritage Wealth Management, Inc. /CA/ → PLTR
Heritage Wealth Management, Inc. /CA/ PLTR Position History
Palantir Technologies Inc. • Technology
Quarters held
5
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $5.2M |
| Q1 2026 | $4.3M |
| Q2 2026 | $3.4M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 29.2K | — | — |
| Q2 2026 | $3.4M | 29.1K | — | — |
| Q1 2026 | $4.3M | 29.1K | — | — |
| Q4 2025 | $5.2M | 29.1K | — | — |
| Q3 2025 | $5.3M | 29.1K | — | — |
Other funds holding PLTR
$35.1B
$34.3B
$26.6B
$18.5B
$18.2B
$15.9B
$14.9B
$12.9B