CAPTRUST Financial Advisors
PLTR icon

CAPTRUST Financial Advisors’s Palantir PLTR Stock Holding History

CAPTRUST 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 		$105M Buy
720,217
+159,149
+28% +$24.3M 0.18% 104
2025
Q4 		$99.7M Sell
561,068
-16,526
-3% -$2.99M 0.19% 101
2025
Q3 		$105M Buy
577,594
+23,660
+4% +$3.83M 0.21% 91
2025
Q2 		$75.5M Buy
553,934
+96,152
+21% +$11.3M 0.17% 111
2025
Q1 		$38.6M Buy
457,782
+31,117
+7% +$2.73M 0.1% 187
2024
Q4 		$32.3M Buy
426,665
+1,220
+0.3% +$71.1K 0.09% 169
2024
Q3 		$15.8M Buy
425,445
+43,916
+12% +$1.35M 0.05% 281
2024
Q2 		$9.66M Buy
381,529
+118,967
+45% +$2.68M 0.03% 366
2024
Q1 		$6.04M Buy
262,562
+11,490
+5% +$245K 0.02% 445
2023
Q4 		$4.31M Buy
251,072
+60,778
+32% +$1.08M 0.01% 604
2023
Q3 		$3.04M Buy
190,294
+46,749
+33% +$745K 0.01% 692
2023
Q2 		$2.2M Buy
143,545
+82,844
+136% +$942K 0.01% 792
2023
Q1 		$513K Sell
60,701
-13,541
-18% -$106K ﹤0.01% 1392
2022
Q4 		$477K Sell
74,242
-14,657
-16% -$111K ﹤0.01% 1366
2022
Q3 		$723K Buy
88,899
+14,939
+20% +$133K ﹤0.01% 1082
2022
Q2 		$671K Buy
73,960
+18,234
+33% +$180K ﹤0.01% 1019
2022
Q1 		$765K Buy
55,726
+12,523
+29% +$167K 0.01% 960
2021
Q4 		$787K Sell
43,203
-3,058
-7% -$67.5K 0.01% 911
2021
Q3 		$1.11M Buy
46,261
+17,792
+62% +$434K 0.01% 714
2021
Q2 		$750K Buy
28,469
+8,074
+40% +$187K 0.01% 836
2021
Q1 		$475K Buy
20,395
+8,365
+70% +$229K 0.01% 975
2020
Q4 		$283K Buy
12,030
+3,647
+44% +$65.2K ﹤0.01% 1053
2020
Q3 		$79K Buy
+8,383
New +$79.6K ﹤0.01% 1442

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

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

CAPTRUST Financial Advisors increased its Palantir (PLTR) stake by 28% in Q1 2026, buying an estimated $24.3M and bringing the position to 720,217 shares worth $105M. The position accounts for 0.18% of the portfolio, ranked #104.

CAPTRUST Financial Advisors first reported a position in PLTR in Q3 2020 and has held it in 23 quarters since. The position peaked at $105M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • CAPTRUST Financial Advisors held 720,217 shares of Palantir worth $105M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 159,149 Palantir shares in Q1 2026, an estimated $24.3M.
  • Palantir made up 0.18% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #104 holding.
  • CAPTRUST Financial Advisors first reported a position in Palantir in Q3 2020 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's Palantir position peaked at $105M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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