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Concurrent Investment Advisors’s Palantir PLTR Stock Holding History

Concurrent Investment 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
-1,000
Closed -$178K – 2025
2025
Q4 		$178K Buy
1,000
+600
+150% +$109K ﹤0.01% 1651
2025
Q3 		$73K Buy
+400
New +$64.8K ﹤0.01% 1438
2025
Q1 		– Sell
-200
Closed -$15.1K – 1315
2024
Q4 		$15.1K Buy
200
+100
+100% +$5.83K ﹤0.01% 1099
2024
Q3 		$3.72K Sell
100
-3,000
-97% -$92.1K ﹤0.01% 1087
2024
Q2 		$78.5K Sell
3,100
-8,100
-72% -$182K ﹤0.01% 933
2024
Q1 		$258K Sell
11,200
-8,900
-44% -$190K 0.01% 719
2023
Q4 		$345K Buy
+20,100
New +$358K 0.02% 607

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

Concurrent Investment Advisors's PLTR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Palantir (PLTR) stake by 2.2% in Q1 2026, buying an estimated $663K and bringing the position to 198,702 shares worth $29.1M. The position accounts for 0.32% of the portfolio, ranked #58.

Concurrent Investment Advisors first reported a position in PLTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $36M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Concurrent Investment Advisors held 198,702 shares of Palantir worth $29.1M as of Q1 2026.
  • Concurrent Investment Advisors bought 4,334 Palantir shares in Q1 2026, an estimated $663K.
  • Palantir made up 0.32% of Concurrent Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • Concurrent Investment Advisors first reported a position in Palantir in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Palantir position peaked at $36M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.