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Blue Rock Wealth Management’s Palantir PLTR Stock Holding History

Blue Rock 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 		$3.79M Sell
25,880
-875
-3% -$134K 2.41% 14
2025
Q4 		$4.76M Sell
26,755
-1,745
-6% -$316K 2.95% 11
2025
Q3 		$5.2M Buy
28,500
+200
+0.7% +$32.4K 3.24% 7
2025
Q2 		$3.86M Sell
28,300
-1,300
-4% -$152K 2.68% 13
2025
Q1 		$2.5M Buy
29,600
+7,450
+34% +$654K 2.12% 16
2024
Q4 		$1.68M Buy
+22,150
New +$1.29M 1.76% 16

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

Blue Rock Wealth Management's PLTR Position: Q1 2026 in Review

Blue Rock Wealth Management reduced its Palantir (PLTR) stake by 3.3% in Q1 2026, selling an estimated $134K and leaving 25,880 shares worth $3.79M. The position accounts for 2.41% of the portfolio, ranked #14.

Blue Rock Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.2M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Blue Rock Wealth Management held 25,880 shares of Palantir worth $3.79M as of Q1 2026.
  • Blue Rock Wealth Management sold 875 Palantir shares in Q1 2026, an estimated $134K.
  • Palantir made up 2.41% of Blue Rock Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Blue Rock Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Palantir position peaked at $5.2M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.