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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
2022
Q1 		– Sell
-3,500
Closed -$44K – 76
2021
Q4 		$44K Buy
+3,500
New +$77.3K 0.05% 75

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

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.