AWM
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Avaii Wealth Management’s Palantir PLTR Stock Holding History

Avaii 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 		$815K Buy
5,571
+1,989
+56% +$304K 0.28% 44
2025
Q4 		$637K Sell
3,582
-13
-0.4% -$2.35K 0.23% 55
2025
Q3 		$656K Buy
3,595
+16
+0.4% +$2.59K 0.25% 54
2025
Q2 		$488K Buy
3,579
+309
+9% +$36.2K 0.22% 58
2025
Q1 		$276K Sell
3,270
-36
-1% -$3.16K 0.15% 93
2024
Q4 		$250K Buy
+3,306
New +$193K 0.12% 110

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

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

Avaii Wealth Management increased its Palantir (PLTR) stake by 56% in Q1 2026, buying an estimated $304K and bringing the position to 5,571 shares worth $815K. The position accounts for 0.28% of the portfolio, ranked #44.

Avaii Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Avaii Wealth Management held 5,571 shares of Palantir worth $815K as of Q1 2026.
  • Avaii Wealth Management bought 1,989 Palantir shares in Q1 2026, an estimated $304K.
  • Palantir made up 0.28% of Avaii Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Avaii Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.