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Circle Wealth Management’s Palantir PLTR Stock Holding History

Circle 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 		$7.69M Sell
52,588
-2,300
-4% -$352K 0.11% 43
2025
Q4 		$9.76M Sell
54,888
-278
-0.5% -$50.3K 0.15% 35
2025
Q3 		$10.1M Buy
55,166
+7,486
+16% +$1.21M 0.2% 34
2025
Q2 		$6.5M Sell
47,680
-1,252
-3% -$147K 0.14% 43
2025
Q1 		$4.13M Sell
48,932
-31,829
-39% -$2.8M 0.09% 45
2024
Q4 		$6.11M Sell
80,761
-16,265
-17% -$947K 0.13% 42
2024
Q3 		$3.61M Sell
97,026
-19,855
-17% -$609K 0.08% 55
2024
Q2 		$2.96M Buy
116,881
+80
+0.1% +$1.8K 0.07% 55
2024
Q1 		$2.69M Buy
116,801
+2,173
+2% +$46.3K 0.07% 62
2023
Q4 		$1.97M Buy
114,628
+12,145
+12% +$216K 0.05% 66
2023
Q3 		$1.64M Sell
102,483
-12,900
-11% -$205K 0.04% 71
2023
Q2 		$1.77M Hold
115,383
– – 0.23% 39
2023
Q1 		$975K Sell
115,383
-70,772
-38% -$554K 0.14% 53
2022
Q4 		$1.2M Buy
186,155
+3,400
+2% +$25.8K 0.18% 48
2022
Q3 		$1.49M Buy
182,755
+5,400
+3% +$48K 0.25% 42
2022
Q2 		$1.61M Buy
177,355
+79,355
+81% +$784K 0.26% 41
2022
Q1 		$1.35M Buy
98,000
+19,380
+25% +$258K 0.18% 52
2021
Q4 		$1.43M Buy
78,620
+17,500
+29% +$386K 0.19% 53
2021
Q3 		$1.47M Hold
61,120
– – 0.21% 51
2021
Q2 		$1.61M Buy
61,120
+14,400
+31% +$333K 0.23% 48
2021
Q1 		$1.09M Buy
+46,720
New +$1.28M 0.17% 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

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

Circle Wealth Management reduced its Palantir (PLTR) stake by 4.2% in Q1 2026, selling an estimated $352K and leaving 52,588 shares worth $7.69M. The position accounts for 0.11% of the portfolio, ranked #43.

Circle Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.1M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Circle Wealth Management held 52,588 shares of Palantir worth $7.69M as of Q1 2026.
  • Circle Wealth Management sold 2,300 Palantir shares in Q1 2026, an estimated $352K.
  • Palantir made up 0.11% of Circle Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Circle Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
  • Circle Wealth Management's Palantir position peaked at $10.1M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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