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Capital Planning Advisors’s Palantir PLTR Stock Holding History

Capital Planning 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 		$973K Sell
6,649
-30
-0.4% -$4.59K 0.14% 79
2025
Q4 		$1.19M Sell
6,679
-252
-4% -$45.6K 0.16% 81
2025
Q3 		$1.26M Sell
6,931
-27
-0.4% -$4.38K 0.17% 78
2025
Q2 		$949K Sell
6,958
-95
-1% -$11.1K 0.14% 80
2025
Q1 		$595K Sell
7,053
-378
-5% -$33.2K 0.09% 92
2024
Q4 		$562K Buy
+7,431
New +$433K 0.09% 96

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 Planning Advisors's PLTR Position: Q1 2026 in Review

Capital Planning Advisors reduced its Palantir (PLTR) stake by 0.45% in Q1 2026, selling an estimated $4.59K and leaving 6,649 shares worth $973K. The position accounts for 0.14% of the portfolio, ranked #79.

Capital Planning Advisors first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Capital Planning Advisors held 6,649 shares of Palantir worth $973K as of Q1 2026.
  • Capital Planning Advisors sold 30 Palantir shares in Q1 2026, an estimated $4.59K.
  • Palantir made up 0.14% of Capital Planning Advisors's portfolio in Q1 2026, its #79 holding.
  • Capital Planning Advisors first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Capital Planning Advisors's Palantir position peaked at $1.26M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.