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Carter Financial Group’s Palantir PLTR Stock Holding History

Carter Financial Group’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 		$2.02M Sell
13,801
-1,029
-7% -$157K 1.25% 20
2025
Q4 		$2.64M Sell
14,830
-962
-6% -$174K 1.56% 17
2025
Q3 		$2.88M Buy
15,792
+1,329
+9% +$215K 1.74% 14
2025
Q2 		$1.97M Buy
+14,463
New +$1.7M 1.29% 19

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

Carter Financial Group's PLTR Position: Q1 2026 in Review

Carter Financial Group reduced its Palantir (PLTR) stake by 6.9% in Q1 2026, selling an estimated $157K and leaving 13,801 shares worth $2.02M. The position accounts for 1.25% of the portfolio, ranked #20.

Carter Financial Group first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.88M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Carter Financial Group held 13,801 shares of Palantir worth $2.02M as of Q1 2026.
  • Carter Financial Group sold 1,029 Palantir shares in Q1 2026, an estimated $157K.
  • Palantir made up 1.25% of Carter Financial Group's portfolio in Q1 2026, its #20 holding.
  • Carter Financial Group first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Carter Financial Group's Palantir position peaked at $2.88M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.