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Avantax Planning Partners’s Palantir PLTR Stock Holding History

Avantax Planning 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 		$1.6M Buy
10,942
+1,910
+21% +$292K 0.04% 150
2025
Q4 		$1.61M Buy
9,032
+160
+2% +$29K 0.04% 151
2025
Q3 		$1.62M Buy
8,872
+5,534
+166% +$897K 0.05% 149
2025
Q2 		$455K Buy
3,338
+173
+5% +$20.3K 0.01% 277
2025
Q1 		$267K Buy
3,165
+185
+6% +$16.2K 0.01% 361
2024
Q4 		$225K Buy
+2,980
New +$174K 0.01% 390

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

Avantax Planning Partners's PLTR Position: Q1 2026 in Review

Avantax Planning Partners increased its Palantir (PLTR) stake by 21% in Q1 2026, buying an estimated $292K and bringing the position to 10,942 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #150.

Avantax Planning Partners first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Avantax Planning Partners held 10,942 shares of Palantir worth $1.6M as of Q1 2026.
  • Avantax Planning Partners bought 1,910 Palantir shares in Q1 2026, an estimated $292K.
  • Palantir made up 0.04% of Avantax Planning Partners's portfolio in Q1 2026, its #150 holding.
  • Avantax Planning Partners first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Avantax Planning Partners's Palantir position peaked at $1.62M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.