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Palantir Technologies shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Palantir Technologies (PLTR) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Palantir Technologies

Tip: Access up to 7 years of quarterly data

All positions including Palantir Technologies held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palantir Technologies by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 2.2k 182.42
2024-09-30 $296k 7.9k 37.20

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View all positions for Heritage Oak Wealth Advisors

Top funds holding Palantir Technologies

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Citadel Advisors
Jane Street
Jpmorgan Chase & Co
Morgan Stanley
FMR
Invesco
Northern Trust
D. E. Shaw & Co
Amundi
Charles Schwab Investment Management

View all funds holding Palantir Technologies