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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 		– Sell
-26,900
Closed -$48.8K – 270
2025
Q4 		$48.8K Buy
+26,900
New +$4.87M ﹤0.01% 242
2025
Q3 		– Hold
0
– -$3.99M – 240
2025
Q2 		– Hold
0
– – – 58
2025
Q1 		– Hold
0
– – – 215

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.