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Dynasty Wealth Management’s Palantir PLTR Stock Holding History

Dynasty Wealth Management’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 		$2.42M Buy
16,551
+892
+6% +$136K 0.02% 115
2025
Q4 		$2.78M Buy
15,659
+1,136
+8% +$206K 0.03% 112
2025
Q3 		$2.65M Buy
+14,523
New +$2.35M 0.04% 94

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

Dynasty Wealth Management's PLTR Position: Q1 2026 in Review

Dynasty Wealth Management increased its Palantir (PLTR) stake by 5.7% in Q1 2026, buying an estimated $136K and bringing the position to 16,551 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #115.

Dynasty Wealth Management first reported a position in PLTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.78M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Dynasty Wealth Management held 16,551 shares of Palantir worth $2.42M as of Q1 2026.
  • Dynasty Wealth Management bought 892 Palantir shares in Q1 2026, an estimated $136K.
  • Palantir made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Dynasty Wealth Management first reported a position in Palantir in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Palantir position peaked at $2.78M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.