API
PLTR icon

Asset Planning Inc’s Palantir PLTR Stock Holding History

Asset Planning Inc’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 		$216K Hold
1,480
– – 0.15% 79
2025
Q4 		$263K Sell
1,480
-100
-6% -$18.1K 0.18% 72
2025
Q3 		$288K Hold
1,580
– – 0.21% 70
2025
Q2 		$215K Buy
1,580
+100
+7% +$11.7K 0.16% 79
2025
Q1 		$125K Buy
1,480
+150
+11% +$13.2K 0.1% 95
2024
Q4 		$101K Buy
+1,330
New +$77.5K 0.08% 103

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

Asset Planning Inc's PLTR Position: Q1 2026 in Review

Asset Planning Inc held its Palantir (PLTR) position steady in Q1 2026 at 1,480 shares worth $216K. The position accounts for 0.15% of the portfolio, ranked #79.

Asset Planning Inc first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $288K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Asset Planning Inc held 1,480 shares of Palantir worth $216K as of Q1 2026.
  • Asset Planning Inc left its Palantir share count unchanged in Q1 2026.
  • Palantir made up 0.15% of Asset Planning Inc's portfolio in Q1 2026, its #79 holding.
  • Asset Planning Inc first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Palantir position peaked at $288K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.