AWA
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Arete Wealth Advisors’s Palantir PLTR Stock Holding History

Arete Wealth Advisors’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 		$3.56M Sell
24,327
-7,776
-24% -$1.19M 0.27% 91
2025
Q4 		$5.71M Sell
32,103
-7,238
-18% -$1.31M 0.35% 64
2025
Q3 		$7.18M Buy
39,341
+7,494
+24% +$1.21M 0.45% 50
2025
Q2 		$4.34M Sell
31,847
-18,605
-37% -$2.18M 0.31% 70
2025
Q1 		$4.26M Sell
50,452
-426
-0.8% -$37.4K 0.33% 70
2024
Q4 		$3.86M Buy
50,878
+1,814
+4% +$106K 0.28% 75
2024
Q3 		$1.82M Sell
49,064
-107,055
-69% -$3.29M 0.16% 135
2024
Q2 		$3.95M Sell
156,119
-14,467
-8% -$326K 0.32% 64
2024
Q1 		$3.93M Buy
170,586
+38,939
+30% +$830K 0.36% 66
2023
Q4 		$2.26M Buy
131,647
+4,149
+3% +$73.9K 0.17% 126
2023
Q3 		$2.04M Sell
127,498
-27,390
-18% -$436K 0.35% 64
2023
Q2 		$2.37M Buy
154,888
+12,512
+9% +$142K 0.21% 105
2023
Q1 		$1.2M Buy
142,376
+1,059
+0.7% +$8.29K 0.1% 183
2022
Q4 		$907M Buy
141,317
+1,023
+0.7% +$7.75K 0.08% 221
2022
Q3 		$1.14M Buy
140,294
+108,399
+340% +$964K 0.11% 161
2022
Q2 		$292K Sell
31,895
-79,826
-71% -$789K 0.03% 339
2022
Q1 		$1.53M Buy
111,721
+8,938
+9% +$119K 0.13% 140
2021
Q4 		$1.87M Buy
102,783
+52,449
+104% +$1.16M 0.16% 121
2021
Q3 		$1.21M Sell
50,334
-2,417
-5% -$59K 0.13% 148
2021
Q2 		$107K Sell
52,751
-5,518
-9% -$128K 0.02% 354
2021
Q1 		$1.36M Sell
58,269
-39
-0.1% -$1.07K 0.17% 123
2020
Q4 		$1.36M Buy
+58,308
New +$1.04M 0.19% 114

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

Arete Wealth Advisors's PLTR Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Palantir (PLTR) stake by 24% in Q1 2026, selling an estimated $1.19M and leaving 24,327 shares worth $3.56M. The position accounts for 0.27% of the portfolio, ranked #91.

Arete Wealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $907M in Q4 2022. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Arete Wealth Advisors held 24,327 shares of Palantir worth $3.56M as of Q1 2026.
  • Arete Wealth Advisors sold 7,776 Palantir shares in Q1 2026, an estimated $1.19M.
  • Palantir made up 0.27% of Arete Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • Arete Wealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 22 quarters since.
  • Arete Wealth Advisors's Palantir position peaked at $907M in Q4 2022.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.