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Caldwell Trust’s Palantir PLTR Stock Holding History

Caldwell Trust’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 		$58.5K Sell
400
-120
-23% -$18.3K 0.01% 469
2025
Q4 		$92.4K Buy
520
+120
+30% +$21.7K 0.01% 404
2025
Q3 		$73K Buy
400
+300
+300% +$48.6K 0.01% 423
2025
Q2 		$13.6K Hold
100
– – ﹤0.01% 608
2025
Q1 		$8.44K Buy
+100
New +$8.78K ﹤0.01% 650
2024
Q4 		– Sell
-750
Closed -$27.9K – 726
2024
Q3 		$27.9K Hold
750
– – ﹤0.01% 517
2024
Q2 		$19K Hold
750
– – ﹤0.01% 547
2024
Q1 		$17.3K Hold
750
– – ﹤0.01% 566
2023
Q4 		$12.9K Buy
+750
New +$13.4K ﹤0.01% 591
2023
Q1 		– Sell
-1,000
Closed -$6.42K – 743
2022
Q4 		$6.42K Buy
+1,000
New +$7.58K ﹤0.01% 644

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

Caldwell Trust's PLTR Position: Q1 2026 in Review

Caldwell Trust reduced its Palantir (PLTR) stake by 23% in Q1 2026, selling an estimated $18.3K and leaving 400 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #469.

Caldwell Trust first reported a position in PLTR in Q4 2022 and has held it in 10 quarters since. The position peaked at $92.4K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Caldwell Trust held 400 shares of Palantir worth $58.5K as of Q1 2026.
  • Caldwell Trust sold 120 Palantir shares in Q1 2026, an estimated $18.3K.
  • Palantir made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #469 holding.
  • Caldwell Trust first reported a position in Palantir in Q4 2022 and has held it in 10 quarters since.
  • Caldwell Trust's Palantir position peaked at $92.4K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.