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Palantir Technologies shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Palantir Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Palantir Technologies by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $377k 2.0k 187.05

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Spdr Series Trust St Str Corpo Etf (SPBO)
First Tr Exchange-traded First Tr Enh New (FTSM)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust High Divid Etf (FDVV)
Valero Energy Corporation (VLO)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
3M Company (MMM)
UnitedHealth (UNH)

View all positions for Summit Financial Wealth Advisors

Top funds holding Palantir Technologies

BlackRock
Vanguard Capital Management
State Street Corporation
Jane Street
Invesco
Susquehanna International
Geode Capital Management
Vanguard Portfolio Management
Norges Bank Investment Management
Citadel Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
FMR
Northern Trust
Arrowstreet Capital, Limited Partnership

View all funds holding Palantir Technologies