Endowment Wealth Management’s Palantir PLTR Stock Holding History

Endowment 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	$711K	Sell	4,864 -443	-8%	-$67.7K	0.31%	63
2025 Q4	$943K	Sell	5,307 -158	-3%	-$28.6K	0.43%	52
2025 Q3	$997K	Buy	5,465 +26	+0.5%	+$4.21K	0.45%	54
2025 Q2	$741K	Buy	5,439 +27	+0.5%	+$3.17K	0.38%	57
2025 Q1	$457K	Sell	5,412 -1,019	-16%	-$89.5K	0.29%	70
2024 Q4	$486K	Sell	6,431 -147,704	-96%	-$8.6M	0.33%	67
2024 Q3	$5.73M	Buy	154,135 +10	+0%	+$307	3.77%	5
2024 Q2	$3.9M	Buy	154,125 +14	+0%	+$315	2.84%	7
2024 Q1	$3.55M	Sell	154,111 -18,081	-11%	-$385K	2.66%	7
2023 Q4	$2.96M	Sell	172,192 -16,537	-9%	-$295K	2.46%	8
2023 Q3	$3.02M	Hold	188,729	–	–	2.71%	5
2023 Q2	$2.89M	Sell	188,729 -12,817	-6%	-$146K	2.65%	6
2023 Q1	$1.7M	Hold	201,546	–	–	1.71%	13
2022 Q4	$1.29M	Buy	201,546 +1,000	+0.5%	+$7.58K	1.42%	16
2022 Q3	$1.63M	Hold	200,546	–	–	1.98%	11
2022 Q2	$1.82M	Hold	200,546	–	–	2.19%	10
2022 Q1	$2.75M	Buy	200,546 +56	+0%	+$747	2.89%	8
2021 Q4	$3.65M	Buy	+200,490	New	+$4.43M	3.69%	6

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

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

Endowment Wealth Management reduced its Palantir (PLTR) stake by 8.3% in Q1 2026, selling an estimated $67.7K and leaving 4,864 shares worth $711K. The position accounts for 0.31% of the portfolio, ranked #63.

Endowment Wealth Management first reported a position in PLTR in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.73M in Q3 2024. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Endowment Wealth Management held 4,864 shares of Palantir worth $711K as of Q1 2026.
Endowment Wealth Management sold 443 Palantir shares in Q1 2026, an estimated $67.7K.
Palantir made up 0.31% of Endowment Wealth Management's portfolio in Q1 2026, its #63 holding.
Endowment Wealth Management first reported a position in Palantir in Q4 2021 and has held it in 18 quarters since.
Endowment Wealth Management's Palantir position peaked at $5.73M in Q3 2024.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.