AWM
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AE Wealth Management’s Palantir PLTR Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-200
Closed -$210 – 2352
2025
Q2 		$210 Buy
+200
New +$23.5K ﹤0.01% 2122

Other funds holding PLTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AE Wealth Management's PLTR Position: Q1 2026 in Review

AE Wealth Management increased its Palantir (PLTR) stake by 2.2% in Q1 2026, buying an estimated $1.73M and bringing the position to 521,999 shares worth $76.4M. The position accounts for 0.41% of the portfolio, ranked #59.

AE Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $90.8M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • AE Wealth Management held 521,999 shares of Palantir worth $76.4M as of Q1 2026.
  • AE Wealth Management bought 11,300 Palantir shares in Q1 2026, an estimated $1.73M.
  • Palantir made up 0.41% of AE Wealth Management's portfolio in Q1 2026, its #59 holding.
  • AE Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 22 quarters since.
  • AE Wealth Management's Palantir position peaked at $90.8M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.