Concorde Asset Management’s Palantir PLTR Stock Holding History

Concorde Asset 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	$1.32M	Sell	8,999 -11,781	-57%	-$1.8M	0.65%	39
2025 Q4	$3.69M	Buy	20,780 +31	+0.1%	+$5.61K	1.48%	19
2025 Q3	$3.86M	Buy	+20,749	New	+$3.36M	1.62%	17
2025 Q1	$1.73M	Sell	18,750 -1,713	-8%	-$150K	0.93%	13
2024 Q4	$1.55M	Sell	20,463 -16	-0.1%	-$932	0.81%	27
2024 Q3	$762K	Buy	20,479 +1,135	+6%	+$34.8K	0.43%	38
2024 Q2	$490K	Buy	19,344 +456	+2%	+$10.3K	0.3%	63
2024 Q1	$435K	Buy	18,888 +90	+0.5%	+$1.92K	0.3%	61
2023 Q4	$323K	Sell	18,798 -915	-5%	-$16.3K	0.22%	94
2023 Q3	$315K	Buy	19,713 +1,530	+8%	+$24.4K	0.28%	83
2023 Q2	$279K	Buy	+18,183	New	+$207K	0.26%	83
2021 Q4	–	Sell	-10,526	Closed	-$253K	–	193
2021 Q3	$253K	Sell	10,526 -402	-4%	-$9.8K	0.15%	160
2021 Q2	$288K	Sell	10,928 -555	-5%	-$12.8K	0.16%	136
2021 Q1	$267K	Buy	+11,483	New	+$315K	0.15%	158

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concorde Asset Management's PLTR Position: Q1 2026 in Review

Concorde Asset Management reduced its Palantir (PLTR) stake by 57% in Q1 2026, selling an estimated $1.8M and leaving 8,999 shares worth $1.32M. The position accounts for 0.65% of the portfolio, ranked #39.

Concorde Asset Management first reported a position in PLTR in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.86M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Concorde Asset Management held 8,999 shares of Palantir worth $1.32M as of Q1 2026.
Concorde Asset Management sold 11,781 Palantir shares in Q1 2026, an estimated $1.8M.
Palantir made up 0.65% of Concorde Asset Management's portfolio in Q1 2026, its #39 holding.
Concorde Asset Management first reported a position in Palantir in Q1 2021 and has held it in 14 quarters since.
Concorde Asset Management's Palantir position peaked at $3.86M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.