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Aprio Wealth Management’s Palantir PLTR Stock Holding History

Aprio 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
2026
Q1 		$1.82M Buy
12,439
+2,026
+19% +$310K 0.1% 137
2025
Q4 		$1.85M Buy
10,413
+1,037
+11% +$188K 0.11% 129
2025
Q3 		$1.71M Buy
9,376
+1,032
+12% +$167K 0.17% 85
2025
Q2 		$1.14M Buy
8,344
+3,428
+70% +$402K 0.13% 100
2025
Q1 		$415K Buy
4,916
+625
+15% +$54.9K 0.05% 203
2024
Q4 		$325K Buy
+4,291
New +$250K 0.05% 196

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

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

Aprio Wealth Management increased its Palantir (PLTR) stake by 19% in Q1 2026, buying an estimated $310K and bringing the position to 12,439 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #137.

Aprio Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.85M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Aprio Wealth Management held 12,439 shares of Palantir worth $1.82M as of Q1 2026.
  • Aprio Wealth Management bought 2,026 Palantir shares in Q1 2026, an estimated $310K.
  • Palantir made up 0.1% of Aprio Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Aprio Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Aprio Wealth Management's Palantir position peaked at $1.85M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.