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Capital Performance Advisors’s Palantir PLTR Stock Holding History

Capital Performance 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 		$1.38M Buy
9,464
+63
+0.7% +$9.63K 0.09% 96
2025
Q4 		$1.67M Buy
9,401
+1,431
+18% +$259K 0.12% 81
2025
Q3 		$1.45M Buy
7,970
+1,777
+29% +$288K 0.24% 53
2025
Q2 		$844K Sell
6,193
-414
-6% -$48.6K 0.17% 67
2025
Q1 		$558K Buy
6,607
+3,232
+96% +$284K 0.12% 90
2024
Q4 		$255K Buy
3,375
+1,012
+43% +$58.9K 0.08% 112
2024
Q3 		$87.9K Buy
+2,363
New +$72.5K 0.03% 227

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

Capital Performance Advisors's PLTR Position: Q1 2026 in Review

Capital Performance Advisors increased its Palantir (PLTR) stake by 0.67% in Q1 2026, buying an estimated $9.63K and bringing the position to 9,464 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #96.

Capital Performance Advisors first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Capital Performance Advisors held 9,464 shares of Palantir worth $1.38M as of Q1 2026.
  • Capital Performance Advisors bought 63 Palantir shares in Q1 2026, an estimated $9.63K.
  • Palantir made up 0.09% of Capital Performance Advisors's portfolio in Q1 2026, its #96 holding.
  • Capital Performance Advisors first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Palantir position peaked at $1.67M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.