Beacon Financial Planning’s Palantir PLTR Stock Holding History

Beacon Financial Planning’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	$297K	Buy	+2,033	New	+$311K	0.12%	63

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

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

Beacon Financial Planning opened a new position in Palantir (PLTR) in Q1 2026: 2,033 shares worth $297K. The stake represents 0.12% of the portfolio and ranks #63 among its holdings.

2,980 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Beacon Financial Planning held 2,033 shares of Palantir worth $297K as of Q1 2026.
Palantir was a new Beacon Financial Planning position in Q1 2026.
Palantir made up 0.12% of Beacon Financial Planning's portfolio in Q1 2026, its #63 holding.
2,980 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.