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Avion Wealth’s Palantir PLTR Stock Holding History

Avion Wealth’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 		$328K Sell
2,246
-631
-22% -$96.5K 0.07% 70
2025
Q4 		$511K Buy
2,877
+1,444
+101% +$261K 0.11% 55
2025
Q3 		$261K Sell
1,433
-1,289
-47% -$209K 0.06% 84
2025
Q2 		$371K Buy
2,722
+2,185
+407% +$256K 0.08% 64
2025
Q1 		$40K Hold
537
– – 0.01% 213
2024
Q4 		$40K Buy
537
+44
+9% +$2.56K 0.01% 212
2024
Q3 		$18K Buy
493
+311
+171% +$9.54K ﹤0.01% 281
2024
Q2 		$4K Sell
182
-26
-13% -$585 ﹤0.01% 525
2024
Q1 		$5K Buy
208
+79
+61% +$1.68K ﹤0.01% 471
2023
Q4 		$2K Buy
129
+63
+95% +$1.12K ﹤0.01% 605
2023
Q3 		$1K Buy
+66
New +$1.05K ﹤0.01% 703

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

Avion Wealth's PLTR Position: Q1 2026 in Review

Avion Wealth reduced its Palantir (PLTR) stake by 22% in Q1 2026, selling an estimated $96.5K and leaving 2,246 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #70.

Avion Wealth first reported a position in PLTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $511K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Avion Wealth held 2,246 shares of Palantir worth $328K as of Q1 2026.
  • Avion Wealth sold 631 Palantir shares in Q1 2026, an estimated $96.5K.
  • Palantir made up 0.07% of Avion Wealth's portfolio in Q1 2026, its #70 holding.
  • Avion Wealth first reported a position in Palantir in Q3 2023 and has held it in 11 quarters since.
  • Avion Wealth's Palantir position peaked at $511K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.