CWMGO
PLTR icon

Capstone Wealth Management Group (Oregon)’s Palantir PLTR Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$300K Sell
2,050
-325
-14% -$49.7K 0.18% 93
2025
Q4 		$422K Sell
2,375
-300
-11% -$54.3K 0.26% 73
2025
Q3 		$488K Sell
2,675
-40
-1% -$6.48K 0.31% 64
2025
Q2 		$370K Sell
2,715
-460
-14% -$54K 0.27% 68
2025
Q1 		$268K Buy
3,175
+50
+2% +$4.39K 0.21% 74
2024
Q4 		$236K Buy
+3,125
New +$182K 0.18% 86

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 Wealth Management Group (Oregon)'s PLTR Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Palantir (PLTR) stake by 14% in Q1 2026, selling an estimated $49.7K and leaving 2,050 shares worth $300K. The position accounts for 0.18% of the portfolio, ranked #93.

Capstone Wealth Management Group (Oregon) first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $488K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 2,050 shares of Palantir worth $300K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 325 Palantir shares in Q1 2026, an estimated $49.7K.
  • Palantir made up 0.18% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #93 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Palantir position peaked at $488K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.