Capital Asset Advisory Services’s Palantir PLTR Stock Holding History

Capital Asset 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	$802K	Buy	5,498 +246	+5%	+$37.6K	0.03%	151
2025 Q4	$944K	Sell	5,252 -245	-4%	-$44.4K	0.04%	139
2025 Q3	$1M	Sell	5,497 -740	-12%	-$120K	0.04%	135
2025 Q2	$815K	Buy	6,237 +734	+13%	+$86.1K	0.04%	145
2025 Q1	$481K	Buy	5,503 +665	+14%	+$58.4K	0.02%	171
2024 Q4	$387K	Buy	+4,838	New	+$282K	0.02%	216
2021 Q1	–	Sell	-1,200	Closed	-$28K	–	1283
2020 Q4	$28K	Buy	+1,200	New	+$21.5K	0.01%	763

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

Capital Asset Advisory Services's PLTR Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Palantir (PLTR) stake by 4.7% in Q1 2026, buying an estimated $37.6K and bringing the position to 5,498 shares worth $802K. The position accounts for 0.03% of the portfolio, ranked #151.

Capital Asset Advisory Services first reported a position in PLTR in Q4 2020 and has held it in 7 quarters since. The position peaked at $1M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Capital Asset Advisory Services held 5,498 shares of Palantir worth $802K as of Q1 2026.
Capital Asset Advisory Services bought 246 Palantir shares in Q1 2026, an estimated $37.6K.
Palantir made up 0.03% of Capital Asset Advisory Services's portfolio in Q1 2026, its #151 holding.
Capital Asset Advisory Services first reported a position in Palantir in Q4 2020 and has held it in 7 quarters since.
Capital Asset Advisory Services's Palantir position peaked at $1M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.