CAPTRUST Financial Advisors
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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 		$892K Buy
+6,100
New +$933K ﹤0.01% 1680
2023
Q4 		– Sell
-39,800
Closed -$636 – 2764
2023
Q3 		$636 Buy
+39,800
New +$634K ﹤0.01% 2575

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.