CWM
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Centric Wealth Management’s Palantir PLTR Stock Holding History

Centric 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
2021
Q1 		– Sell
-37,000
Closed -$299K – 228
2020
Q4 		$299K Buy
+37,000
New +$662K 0.09% 159

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

Centric Wealth Management's PLTR Position: Q1 2026 in Review

Centric Wealth Management reduced its Palantir (PLTR) stake by 8.2% in Q1 2026, selling an estimated $384K and leaving 27,945 shares worth $4.08M. The position accounts for 0.81% of the portfolio, ranked #36.

Centric Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 9 quarters since. The position peaked at $6.06M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Centric Wealth Management held 27,945 shares of Palantir worth $4.08M as of Q1 2026.
  • Centric Wealth Management sold 2,509 Palantir shares in Q1 2026, an estimated $384K.
  • Palantir made up 0.81% of Centric Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Centric Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 9 quarters since.
  • Centric Wealth Management's Palantir position peaked at $6.06M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.