CWM
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ClientFirst Wealth Management’s Palantir PLTR Stock Holding History

ClientFirst 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 		$670K Hold
4,580
– – 0.57% 15
2025
Q4 		$814K Hold
4,580
– – 0.65% 15
2025
Q3 		$835K Hold
4,580
– – 0.67% 16
2025
Q2 		$624K Hold
4,580
– – 0.64% 17
2025
Q1 		$387K Sell
4,580
-1,320
-22% -$116K 0.44% 24
2024
Q4 		$446K Buy
+5,900
New +$344K 0.45% 20

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

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

ClientFirst Wealth Management held its Palantir (PLTR) position steady in Q1 2026 at 4,580 shares worth $670K. The position accounts for 0.57% of the portfolio, ranked #15.

ClientFirst Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $835K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • ClientFirst Wealth Management held 4,580 shares of Palantir worth $670K as of Q1 2026.
  • ClientFirst Wealth Management left its Palantir share count unchanged in Q1 2026.
  • Palantir made up 0.57% of ClientFirst Wealth Management's portfolio in Q1 2026, its #15 holding.
  • ClientFirst Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • ClientFirst Wealth Management's Palantir position peaked at $835K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.