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Crestwood Advisors Group’s Palantir PLTR Stock Holding History

Crestwood Advisors Group’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 		$3.43M Sell
23,459
-314
-1% -$48K 0.06% 175
2025
Q4 		$4.23M Buy
23,773
+3,307
+16% +$599K 0.07% 150
2025
Q3 		$3.73M Buy
20,466
+2,186
+12% +$354K 0.06% 157
2025
Q2 		$2.49M Buy
18,280
+1,618
+10% +$190K 0.04% 184
2025
Q1 		$1.41M Buy
16,662
+5,020
+43% +$441K 0.03% 237
2024
Q4 		$880K Buy
11,642
+6,178
+113% +$360K 0.02% 252
2024
Q3 		$203K Buy
+5,464
New +$168K ﹤0.01% 429

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

Crestwood Advisors Group's PLTR Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Palantir (PLTR) stake by 1.3% in Q1 2026, selling an estimated $48K and leaving 23,459 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #175.

Crestwood Advisors Group first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.23M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Crestwood Advisors Group held 23,459 shares of Palantir worth $3.43M as of Q1 2026.
  • Crestwood Advisors Group sold 314 Palantir shares in Q1 2026, an estimated $48K.
  • Palantir made up 0.06% of Crestwood Advisors Group's portfolio in Q1 2026, its #175 holding.
  • Crestwood Advisors Group first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • Crestwood Advisors Group's Palantir position peaked at $4.23M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.