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
2025
Q4 		– Sell
-6,000
Closed -$28.6K – 4059
2025
Q3 		$28.6K Buy
6,000
+4,000
+200% +$648K ﹤0.01% 3796
2025
Q2 		$16.9K Buy
+2,000
New +$235K ﹤0.01% 3598

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.