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Beacon Financial Advisory’s Palantir PLTR Stock Holding History

Beacon Financial Advisory’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 		$1.41M Buy
9,633
+1,151
+14% +$176K 0.32% 73
2025
Q4 		$1.51M Buy
8,482
+212
+3% +$38.4K 0.35% 67
2025
Q3 		$1.51M Buy
8,270
+46
+0.6% +$7.46K 0.35% 68
2025
Q2 		$1.12M Buy
8,224
+1,610
+24% +$189K 0.29% 92
2025
Q1 		$558K Buy
6,614
+2,133
+48% +$187K 0.17% 153
2024
Q4 		$339K Buy
+4,481
New +$261K 0.11% 206

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

Beacon Financial Advisory's PLTR Position: Q1 2026 in Review

Beacon Financial Advisory increased its Palantir (PLTR) stake by 14% in Q1 2026, buying an estimated $176K and bringing the position to 9,633 shares worth $1.41M. The position accounts for 0.32% of the portfolio, ranked #73.

Beacon Financial Advisory first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Beacon Financial Advisory held 9,633 shares of Palantir worth $1.41M as of Q1 2026.
  • Beacon Financial Advisory bought 1,151 Palantir shares in Q1 2026, an estimated $176K.
  • Palantir made up 0.32% of Beacon Financial Advisory's portfolio in Q1 2026, its #73 holding.
  • Beacon Financial Advisory first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Beacon Financial Advisory's Palantir position peaked at $1.51M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.