EWM
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Elmwood Wealth Management’s Palantir PLTR Stock Holding History

Elmwood 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 		– Sell
-1,525
Closed -$271K – 186
2025
Q4 		$271K Hold
1,525
– – 0.09% 151
2025
Q3 		$278K Buy
+1,525
New +$247K 0.1% 126
2022
Q1 		– Sell
-400
Closed -$7K – 259
2021
Q4 		$7K Buy
+400
New +$8.83K ﹤0.01% 308
2021
Q2 		$11K Hold
400
– – 0.01% 255
2021
Q1 		$9K Buy
+400
New +$11K 0.01% 252

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,525 shares — an estimated $271K sold.

Elmwood Wealth Management first reported a position in PLTR in Q1 2021 and held it in 5 quarters. The position peaked at $278K in Q3 2025. 3,004 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Elmwood Wealth Management reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,525 Palantir shares in Q1 2026, an estimated $271K.
  • Elmwood Wealth Management first reported a position in Palantir in Q1 2021 and held it in 5 quarters.
  • Elmwood Wealth Management's Palantir position peaked at $278K in Q3 2025.
  • 3,004 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.