Avidian Wealth Enterprises’s Palantir PLTR Stock Holding History

Avidian Wealth Enterprises’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	$3.38M	Buy	23,121 +984	+4%	+$150K	0.11%	133
2025 Q4	$3.93M	Buy	22,137 +94	+0.4%	+$17K	0.14%	92
2025 Q3	$4.02M	Buy	22,043 +1,586	+8%	+$257K	0.15%	92
2025 Q2	$2.79M	Buy	20,457 +2,707	+15%	+$317K	0.11%	98
2025 Q1	$1.5M	Buy	17,750 +175	+1%	+$15.4K	0.07%	156
2024 Q4	$1.33M	Buy	17,575 +4,977	+40%	+$290K	0.06%	156
2024 Q3	$469K	Buy	+12,598	New	+$387K	0.02%	307
2021 Q4	–	Sell	-8,432	Closed	-$203K	–	559
2021 Q3	$203K	Sell	8,432 -27,704	-77%	-$676K	0.02%	351
2021 Q2	$953K	Buy	36,136 +4,450	+14%	+$103K	0.07%	136
2021 Q1	$738K	Buy	+31,686	New	+$869K	0.06%	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

Avidian Wealth Enterprises's PLTR Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Palantir (PLTR) stake by 4.4% in Q1 2026, buying an estimated $150K and bringing the position to 23,121 shares worth $3.38M. The position accounts for 0.11% of the portfolio, ranked #133.

Avidian Wealth Enterprises first reported a position in PLTR in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.02M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Avidian Wealth Enterprises held 23,121 shares of Palantir worth $3.38M as of Q1 2026.
Avidian Wealth Enterprises bought 984 Palantir shares in Q1 2026, an estimated $150K.
Palantir made up 0.11% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #133 holding.
Avidian Wealth Enterprises first reported a position in Palantir in Q1 2021 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Palantir position peaked at $4.02M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.