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Berger Financial Group’s Palantir PLTR Stock Holding History

Berger Financial Group’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 		– Hold
0
– -$178K – 496
2025
Q4 		– Hold
0
– – – 461

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

Berger Financial Group's PLTR Position: Q1 2026 in Review

Berger Financial Group increased its Palantir (PLTR) stake by 5.7% in Q1 2026, buying an estimated $35K and bringing the position to 4,263 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #267.

Berger Financial Group first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $717K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Berger Financial Group held 4,263 shares of Palantir worth $624K as of Q1 2026.
  • Berger Financial Group bought 229 Palantir shares in Q1 2026, an estimated $35K.
  • Palantir made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #267 holding.
  • Berger Financial Group first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Berger Financial Group's Palantir position peaked at $717K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.