Caerus Investment Advisors’s Palantir PLTR Stock Holding History

Caerus Investment Advisors’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	$819K	Sell	5,600 -5,097	-48%	-$779K	0.34%	50
2025 Q4	$1.9M	Sell	10,697 -3,789	-26%	-$686K	0.62%	23
2025 Q3	$2.64M	Buy	+14,486	New	+$2.35M	1.08%	15
2023 Q2	–	Sell	-249,186	Closed	-$2.11M	–	47
2023 Q1	$2.11M	Buy	+249,186	New	+$1.95M	2.43%	14
2022 Q4	–	Sell	-147,938	Closed	-$1.2M	–	56
2022 Q3	$1.2M	Sell	147,938 -93,500	-39%	-$831K	1.52%	16
2022 Q2	$2.19M	Sell	241,438 -55,555	-19%	-$549K	2.65%	11
2022 Q1	$2.22M	Buy	296,993 +290,488	+4,466%	+$3.87M	2.68%	11
2021 Q4	$118K	Buy	+6,505	New	+$144K	0.13%	71

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

Caerus Investment Advisors's PLTR Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Palantir (PLTR) stake by 48% in Q1 2026, selling an estimated $779K and leaving 5,600 shares worth $819K. The position accounts for 0.34% of the portfolio, ranked #50.

Caerus Investment Advisors first reported a position in PLTR in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.64M in Q3 2025. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Caerus Investment Advisors held 5,600 shares of Palantir worth $819K as of Q1 2026.
Caerus Investment Advisors sold 5,097 Palantir shares in Q1 2026, an estimated $779K.
Palantir made up 0.34% of Caerus Investment Advisors's portfolio in Q1 2026, its #50 holding.
Caerus Investment Advisors first reported a position in Palantir in Q4 2021 and has held it in 8 quarters since.
Caerus Investment Advisors's Palantir position peaked at $2.64M in Q3 2025.
2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.