Cassaday & Co Wealth Management’s Palantir PLTR Stock Holding History

Cassaday & Co Wealth Management’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	$2.74M	Sell	18,703 -788	-4%	-$120K	0.06%	68
2025 Q4	$3.46M	Buy	19,491 +262	+1%	+$47.4K	0.07%	58
2025 Q3	$3.51M	Buy	19,229 +4,654	+32%	+$754K	0.08%	60
2025 Q2	$1.99M	Buy	14,575 +2,090	+17%	+$245K	0.05%	80
2025 Q1	$1.05M	Buy	12,485 +198	+2%	+$17.4K	0.03%	109
2024 Q4	$929K	Sell	12,287 -95	-0.8%	-$5.53K	0.03%	125
2024 Q3	$461K	Buy	12,382 +36	+0.3%	+$1.1K	0.01%	193
2024 Q2	$313K	Buy	12,346 +1,536	+14%	+$34.6K	0.01%	221
2024 Q1	$249K	Buy	10,810 +800	+8%	+$17K	0.01%	253
2023 Q4	$172K	Hold	10,010	–	–	0.01%	261
2023 Q3	$160K	Buy	+10,010	New	+$159K	0.01%	251

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassaday & Co Wealth Management's PLTR Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Palantir (PLTR) stake by 4% in Q1 2026, selling an estimated $120K and leaving 18,703 shares worth $2.74M. The position accounts for 0.06% of the portfolio, ranked #68.

Cassaday & Co Wealth Management first reported a position in PLTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Cassaday & Co Wealth Management held 18,703 shares of Palantir worth $2.74M as of Q1 2026.
Cassaday & Co Wealth Management sold 788 Palantir shares in Q1 2026, an estimated $120K.
Palantir made up 0.06% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #68 holding.
Cassaday & Co Wealth Management first reported a position in Palantir in Q3 2023 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's Palantir position peaked at $3.51M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.