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Center for Wealth Management Advisory’s Palantir PLTR Stock Holding History

Center for Wealth Management Advisory’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 		$309K Buy
2,112
+928
+78% +$142K 0.22% 52
2025
Q4 		$210K Buy
+1,184
New +$214K 0.16% 60

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

Center for Wealth Management Advisory's PLTR Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Palantir (PLTR) stake by 78% in Q1 2026, buying an estimated $142K and bringing the position to 2,112 shares worth $309K. The position accounts for 0.22% of the portfolio, ranked #52.

Center for Wealth Management Advisory first reported a position in PLTR in Q4 2025 and has held it in 2 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Center for Wealth Management Advisory held 2,112 shares of Palantir worth $309K as of Q1 2026.
  • Center for Wealth Management Advisory bought 928 Palantir shares in Q1 2026, an estimated $142K.
  • Palantir made up 0.22% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #52 holding.
  • Center for Wealth Management Advisory first reported a position in Palantir in Q4 2025 and has held it in 2 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.