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Concentrum Wealth Management’s Palantir PLTR Stock Holding History

Concentrum 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 		$317K Hold
2,164
– – 0.09% 82
2025
Q4 		$385K Buy
2,164
+194
+10% +$35.1K 0.11% 62
2025
Q3 		$359K Buy
1,970
+233
+13% +$37.8K 0.1% 59
2025
Q2 		$237K Buy
+1,737
New +$204K 0.07% 70
2021
Q4 		– Sell
-11,023
Closed -$265K – 64
2021
Q3 		$265K Buy
+11,023
New +$269K 0.17% 53

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

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

Concentrum Wealth Management held its Palantir (PLTR) position steady in Q1 2026 at 2,164 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #82.

Concentrum Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Concentrum Wealth Management held 2,164 shares of Palantir worth $317K as of Q1 2026.
  • Concentrum Wealth Management left its Palantir share count unchanged in Q1 2026.
  • Palantir made up 0.09% of Concentrum Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Concentrum Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 5 quarters since.
  • Concentrum Wealth Management's Palantir position peaked at $385K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.