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Evergreen Wealth Solutions’s Palantir PLTR Stock Holding History

Evergreen Wealth Solutions’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 		$720K Buy
4,924
+79
+2% +$12.1K 0.05% 200
2025
Q4 		$861K Buy
4,845
+860
+22% +$156K 0.12% 87
2025
Q3 		$727K Buy
3,985
+63
+2% +$10.2K 0.41% 46
2025
Q2 		$535K Buy
3,922
+480
+14% +$56.3K 0.32% 57
2025
Q1 		$291K Buy
+3,442
New +$302K 0.2% 88

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

Evergreen Wealth Solutions's PLTR Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Palantir (PLTR) stake by 1.6% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,924 shares worth $720K. The position accounts for 0.05% of the portfolio, ranked #200.

Evergreen Wealth Solutions first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $861K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Evergreen Wealth Solutions held 4,924 shares of Palantir worth $720K as of Q1 2026.
  • Evergreen Wealth Solutions bought 79 Palantir shares in Q1 2026, an estimated $12.1K.
  • Palantir made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #200 holding.
  • Evergreen Wealth Solutions first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Evergreen Wealth Solutions's Palantir position peaked at $861K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.