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Capstone Financial Advisors’s Palantir PLTR Stock Holding History

Capstone Financial 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 		$800K Buy
5,472
+21
+0.4% +$3.21K 0.04% 74
2025
Q4 		$969K Buy
5,451
+127
+2% +$23K 0.05% 65
2025
Q3 		$971K Sell
5,324
-1,465
-22% -$237K 0.05% 63
2025
Q2 		$925K Sell
6,789
-685
-9% -$80.3K 0.05% 66
2025
Q1 		$631K Sell
7,474
-8,020
-52% -$704K 0.04% 78
2024
Q4 		$1.17M Sell
15,494
-1,525
-9% -$88.8K 0.07% 57
2024
Q3 		$633K Buy
17,019
+3,570
+27% +$110K 0.04% 80
2024
Q2 		$341K Buy
13,449
+1,145
+9% +$25.8K 0.02% 109
2024
Q1 		$283K Buy
12,304
+1,104
+10% +$23.5K 0.02% 115
2023
Q4 		$192K Buy
11,200
+500
+5% +$8.91K 0.01% 136
2023
Q3 		$171K Sell
10,700
-1,500
-12% -$23.9K 0.01% 126
2023
Q2 		$187K Buy
12,200
+1,450
+13% +$16.5K 0.01% 125
2023
Q1 		$90.8K Sell
10,750
-250
-2% -$1.96K 0.01% 123
2022
Q4 		$70.6K Sell
11,000
-375
-3% -$2.84K 0.01% 124
2022
Q3 		$92K Hold
11,375
– – 0.01% 118
2022
Q2 		$103K Buy
+11,375
New +$112K 0.01% 117

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

Capstone Financial Advisors's PLTR Position: Q1 2026 in Review

Capstone Financial Advisors increased its Palantir (PLTR) stake by 0.39% in Q1 2026, buying an estimated $3.21K and bringing the position to 5,472 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #74.

Capstone Financial Advisors first reported a position in PLTR in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q4 2024. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Capstone Financial Advisors held 5,472 shares of Palantir worth $800K as of Q1 2026.
  • Capstone Financial Advisors bought 21 Palantir shares in Q1 2026, an estimated $3.21K.
  • Palantir made up 0.04% of Capstone Financial Advisors's portfolio in Q1 2026, its #74 holding.
  • Capstone Financial Advisors first reported a position in Palantir in Q2 2022 and has held it in 16 quarters since.
  • Capstone Financial Advisors's Palantir position peaked at $1.17M in Q4 2024.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.