Aviso Wealth Management’s Palantir PLTR Stock Holding History

Aviso 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	$594K	Buy	4,064 +961	+31%	+$147K	0.27%	78
2025 Q4	$552K	Buy	+3,103	New	+$562K	0.23%	88

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

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

Aviso Wealth Management increased its Palantir (PLTR) stake by 31% in Q1 2026, buying an estimated $147K and bringing the position to 4,064 shares worth $594K. The position accounts for 0.27% of the portfolio, ranked #78.

Aviso Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 2 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Aviso Wealth Management held 4,064 shares of Palantir worth $594K as of Q1 2026.
Aviso Wealth Management bought 961 Palantir shares in Q1 2026, an estimated $147K.
Palantir made up 0.27% of Aviso Wealth Management's portfolio in Q1 2026, its #78 holding.
Aviso Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 2 quarters since.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.