Ascent Wealth Partners’s Palantir PLTR Stock Holding History

Ascent Wealth Partners’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	Buy	24,358 +1,006	+4%	+$154K	0.41%	62
2025 Q4	$4.15M	Buy	23,352 +136	+0.6%	+$24.6K	0.48%	56
2025 Q3	$4.24M	Sell	23,216 -10,704	-32%	-$1.73M	0.49%	55
2025 Q2	$4.62M	Sell	33,920 -206	-0.6%	-$24.2K	0.57%	52
2025 Q1	$2.88M	Buy	34,126 +30,734	+906%	+$2.7M	0.39%	59
2024 Q4	$257K	Buy	+3,392	New	+$198K	0.03%	156

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ascent Wealth Partners's PLTR Position: Q1 2026 in Review

Ascent Wealth Partners increased its Palantir (PLTR) stake by 4.3% in Q1 2026, buying an estimated $154K and bringing the position to 24,358 shares worth $3.56M. The position accounts for 0.41% of the portfolio, ranked #62.

Ascent Wealth Partners first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.62M in Q2 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Ascent Wealth Partners held 24,358 shares of Palantir worth $3.56M as of Q1 2026.
Ascent Wealth Partners bought 1,006 Palantir shares in Q1 2026, an estimated $154K.
Palantir made up 0.41% of Ascent Wealth Partners's portfolio in Q1 2026, its #62 holding.
Ascent Wealth Partners first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
Ascent Wealth Partners's Palantir position peaked at $4.62M in Q2 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.