AWE
PLTR icon

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
2021
Q2 		– Sell
-117,000
Closed -$192K – 405
2021
Q1 		$192K Buy
+117,000
New +$3.21M 0.02% 348

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

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.