BAS
PLTR icon

Breakthru Advisory Services’s Palantir PLTR Stock Holding History

Breakthru Advisory Services’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 		– Sell
-1,279
Closed -$227K – 63
2025
Q4 		$227K Buy
1,279
+75
+6% +$13.6K 0.15% 57
2025
Q3 		$220K Buy
+1,204
New +$195K 0.14% 56

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

Breakthru Advisory Services's PLTR Position: Q1 2026 in Review

Breakthru Advisory Services sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,279 shares — an estimated $227K sold.

Breakthru Advisory Services first reported a position in PLTR in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Breakthru Advisory Services reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 1,279 Palantir shares in Q1 2026, an estimated $227K.
  • Breakthru Advisory Services first reported a position in Palantir in Q3 2025 and held it in 2 quarters.
  • Breakthru Advisory Services's Palantir position peaked at $227K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.