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Clearstead Advisors’s Palantir PLTR Stock Holding History

Clearstead Advisors’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
-57,122
Closed -$8.73M – 2704
2025
Q4 		$10.2M Buy
+57,122
New +$10.3M 0.13% 139
2024
Q3 		– Sell
-553,863
Closed -$17M – 2097
2024
Q2 		$14M Buy
553,863
+536,515
+3,093% +$12.1M 0.24% 88
2024
Q1 		$363K Buy
17,348
+8,394
+94% +$179K 0.02% 363
2023
Q4 		$154K Sell
8,954
-6,954
-44% -$124K 0.01% 497
2023
Q3 		$255K Buy
15,908
+7,954
+100% +$127K 0.01% 517
2023
Q2 		$122K Sell
7,954
-4,030
-34% -$45.8K 0.01% 528
2023
Q1 		$101K Sell
11,984
-498
-4% -$3.9K 0.01% 505
2022
Q4 		$80.1K Sell
12,482
-100
-0.8% -$758 0.01% 540
2022
Q3 		$102K Sell
12,582
-132
-1% -$1.17K 0.01% 473
2022
Q2 		$115K Buy
12,714
+730
+6% +$7.22K 0.01% 475
2022
Q1 		$165K Sell
11,984
-925
-7% -$12.3K 0.01% 443
2021
Q4 		$235K Buy
12,909
+124
+1% +$2.74K 0.02% 365
2021
Q3 		$307K Buy
12,785
+68
+0.5% +$1.66K 0.02% 309
2021
Q2 		$335K Hold
12,717
– – 0.03% 273
2021
Q1 		$296K Buy
12,717
+12,234
+2,533% +$336K 0.02% 283
2020
Q4 		$11K Buy
483
+433
+866% +$7.75K ﹤0.01% 709
2020
Q3 		$0 Buy
+50
New +$475 ﹤0.01% 921

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

Clearstead Advisors's PLTR Position: Q1 2026 in Review

Clearstead Advisors sold out of Palantir (PLTR) in Q1 2026, closing a stake of 57,122 shares — an estimated $8.73M sold.

Clearstead Advisors first reported a position in PLTR in Q3 2020 and held it in 17 quarters. The position peaked at $14M in Q2 2024. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Clearstead Advisors reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 57,122 Palantir shares in Q1 2026, an estimated $8.73M.
  • Clearstead Advisors first reported a position in Palantir in Q3 2020 and held it in 17 quarters.
  • Clearstead Advisors's Palantir position peaked at $14M in Q2 2024.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.