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Capasso Planning Partners’s Palantir PLTR Stock Holding History

Capasso Planning Partners’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
-1,381
Closed -$245K – 79
2025
Q4 		$245K Buy
+1,381
New +$250K 0.13% 72
2022
Q1 		– Sell
-10,106
Closed -$184K – 93
2021
Q4 		$184K Buy
+10,106
New +$223K 0.13% 78

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capasso Planning Partners's PLTR Position: Q1 2026 in Review

Capasso Planning Partners sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,381 shares — an estimated $245K sold.

Capasso Planning Partners first reported a position in PLTR in Q4 2021 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 3,001 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Capasso Planning Partners reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Capasso Planning Partners sold 1,381 Palantir shares in Q1 2026, an estimated $245K.
  • Capasso Planning Partners first reported a position in Palantir in Q4 2021 and held it in 2 quarters.
  • Capasso Planning Partners's Palantir position peaked at $245K in Q4 2025.
  • 3,001 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.