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Bernard Wealth Management’s Palantir PLTR Stock Holding History

Bernard 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 		$306K Sell
2,090
-100
-5% -$15.3K 0.13% 50
2025
Q4 		$389K Hold
2,190
– – 0.16% 51
2025
Q3 		$400K Sell
2,190
-490
-18% -$79.4K 0.17% 48
2025
Q2 		$365K Hold
2,680
– – 0.17% 45
2025
Q1 		$226K Buy
2,680
+10
+0.4% +$878 0.11% 55
2024
Q4 		$202K Buy
+2,670
New +$156K 0.1% 57

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

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

Bernard Wealth Management reduced its Palantir (PLTR) stake by 4.6% in Q1 2026, selling an estimated $15.3K and leaving 2,090 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #50.

Bernard Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $400K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Bernard Wealth Management held 2,090 shares of Palantir worth $306K as of Q1 2026.
  • Bernard Wealth Management sold 100 Palantir shares in Q1 2026, an estimated $15.3K.
  • Palantir made up 0.13% of Bernard Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Bernard Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Palantir position peaked at $400K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.