Creative Planning
PLTR icon

Creative Planning’s Palantir PLTR Stock Holding History

Creative Planning’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 		$104M Buy
714,374
+76,197
+12% +$11.7M 0.07% 128
2025
Q4 		$113M Buy
638,177
+25,174
+4% +$4.56M 0.08% 108
2025
Q3 		$112M Buy
613,003
+128,387
+26% +$20.8M 0.09% 99
2025
Q2 		$66.1M Buy
484,616
+46,673
+11% +$5.47M 0.06% 138
2025
Q1 		$37M Sell
437,943
-29,194
-6% -$2.56M 0.03% 211
2024
Q4 		$35.3M Buy
467,137
+137,452
+42% +$8.01M 0.03% 193
2024
Q3 		$12.3M Sell
329,685
-7,425
-2% -$228K 0.01% 384
2024
Q2 		$8.54M Buy
337,110
+24,559
+8% +$553K 0.01% 455
2024
Q1 		$7.19M Sell
312,551
-114
-0% -$2.43K 0.01% 499
2023
Q4 		$5.37M Buy
312,665
+55,718
+22% +$992K 0.01% 547
2023
Q3 		$4.11M Buy
256,947
+85,616
+50% +$1.36M 0.01% 586
2023
Q2 		$2.63M Buy
171,331
+57,929
+51% +$658K ﹤0.01% 713
2023
Q1 		$958K Buy
113,402
+16,423
+17% +$129K ﹤0.01% 1103
2022
Q4 		$623K Sell
96,979
-14,722
-13% -$112K ﹤0.01% 1311
2022
Q3 		$908K Buy
111,701
+137
+0.1% +$1.22K ﹤0.01% 1002
2022
Q2 		$1.01M Buy
111,564
+5,855
+6% +$57.9K ﹤0.01% 973
2022
Q1 		$1.45M Buy
105,709
+17,808
+20% +$238K ﹤0.01% 830
2021
Q4 		$1.6M Buy
87,901
+13,856
+19% +$306K ﹤0.01% 764
2021
Q3 		$1.78M Sell
74,045
-101,777
-58% -$2.48M ﹤0.01% 719
2021
Q2 		$4.63M Sell
175,822
-139,764
-44% -$3.23M 0.01% 428
2021
Q1 		$7.35M Buy
315,586
+113,227
+56% +$3.11M 0.01% 330
2020
Q4 		$4.77M Buy
202,359
+183,394
+967% +$3.28M 0.01% 388
2020
Q3 		$180K Buy
+18,965
New +$180K ﹤0.01% 1703

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

Creative Planning's PLTR Position: Q1 2026 in Review

Creative Planning increased its Palantir (PLTR) stake by 12% in Q1 2026, buying an estimated $11.7M and bringing the position to 714,374 shares worth $104M. The position accounts for 0.07% of the portfolio, ranked #128.

Creative Planning first reported a position in PLTR in Q3 2020 and has held it in 23 quarters since. The position peaked at $113M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Creative Planning held 714,374 shares of Palantir worth $104M as of Q1 2026.
  • Creative Planning bought 76,197 Palantir shares in Q1 2026, an estimated $11.7M.
  • Palantir made up 0.07% of Creative Planning's portfolio in Q1 2026, its #128 holding.
  • Creative Planning first reported a position in Palantir in Q3 2020 and has held it in 23 quarters since.
  • Creative Planning's Palantir position peaked at $113M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.