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
2025 Q3	–	Sell	-91,600	Closed	-$6.45M	–	3994
2025 Q2	$6.45M	Buy	91,600 +60,000	+190%	+$7.04M	0.01%	675
2025 Q1	$2.51M	Buy	+31,600	New	+$2.78M	﹤0.01%	1038
2024 Q3	–	Sell	-500	Closed	-$3.05K	–	3284
2024 Q2	$3.05K	Buy	+500	New	+$11.3K	﹤0.01%	3040
2023 Q4	–	Sell	-500	Closed	-$1.39K	–	3012
2023 Q3	$1.39K	Hold	500	–	–	﹤0.01%	2824
2023 Q2	$1.63K	Hold	500	–	–	﹤0.01%	2602
2023 Q1	$210	Sell	500 -600	-55%	-$4.7K	﹤0.01%	2612
2022 Q4	$245	Buy	+1,100	New	+$8.34K	﹤0.01%	2462
2022 Q3	–	Sell	-1,000	Closed	-$3K	–	2418
2022 Q2	$3K	Buy	+1,000	New	+$9.88K	﹤0.01%	2243
2021 Q4	–	Sell	-8,100	Closed	-$13K	–	2189
2021 Q3	$13K	Sell	8,100 -1,900	-19%	-$46.3K	﹤0.01%	2062
2021 Q2	$27K	Sell	10,000 -63,000	-86%	-$1.46M	﹤0.01%	1977
2021 Q1	$420K	Buy	73,000 +69,700	+2,112%	+$1.91M	﹤0.01%	1557
2020 Q4	$30K	Buy	+3,300	New	+$59K	﹤0.01%	2151

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

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.