EWA
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Exencial Wealth Advisors’s Palantir PLTR Stock Holding History

Exencial Wealth Advisors’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 		$2.38M Sell
16,286
-644
-4% -$98.5K 0.07% 204
2025
Q4 		$3.01M Sell
16,930
-1,264
-7% -$229K 0.1% 185
2025
Q3 		$3.32M Sell
18,194
-4,057
-18% -$658K 0.11% 171
2025
Q2 		$3.03M Buy
22,251
+528
+2% +$61.9K 0.11% 177
2025
Q1 		$1.83M Buy
21,723
+4,548
+26% +$399K 0.07% 223
2024
Q4 		$1.3M Buy
17,175
+1,189
+7% +$69.3K 0.05% 255
2024
Q3 		$595K Sell
15,986
-347
-2% -$10.6K 0.02% 334
2024
Q2 		$414K Buy
16,333
+334
+2% +$7.52K 0.02% 381
2024
Q1 		$368K Sell
15,999
-418
-3% -$8.91K 0.01% 411
2023
Q4 		$282K Buy
16,417
+644
+4% +$11.5K 0.01% 428
2023
Q3 		$252K Sell
15,773
-657
-4% -$10.5K 0.01% 382
2023
Q2 		$252K Buy
16,430
+97
+0.6% +$1.1K 0.01% 392
2023
Q1 		$138K Sell
16,333
-43
-0.3% -$337 0.01% 409
2022
Q4 		$105K Buy
16,376
+211
+1% +$1.6K 0.01% 415
2022
Q3 		$131K Buy
16,165
+28
+0.2% +$249 0.01% 413
2022
Q2 		$146K Buy
16,137
+503
+3% +$4.97K 0.01% 413
2022
Q1 		$215K Buy
15,634
+201
+1% +$2.68K 0.01% 420
2021
Q4 		$281K Sell
15,433
-12,294
-44% -$272K 0.01% 400
2021
Q3 		$666K Buy
27,727
+11,316
+69% +$276K 0.03% 222
2021
Q2 		$433K Buy
16,411
+1,200
+8% +$27.8K 0.02% 332
2021
Q1 		$354K Buy
15,211
+3,096
+26% +$84.9K 0.02% 328
2020
Q4 		$285K Buy
+12,115
New +$217K 0.02% 315

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

Exencial Wealth Advisors's PLTR Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Palantir (PLTR) stake by 3.8% in Q1 2026, selling an estimated $98.5K and leaving 16,286 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #204.

Exencial Wealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.32M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Exencial Wealth Advisors held 16,286 shares of Palantir worth $2.38M as of Q1 2026.
  • Exencial Wealth Advisors sold 644 Palantir shares in Q1 2026, an estimated $98.5K.
  • Palantir made up 0.07% of Exencial Wealth Advisors's portfolio in Q1 2026, its #204 holding.
  • Exencial Wealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 22 quarters since.
  • Exencial Wealth Advisors's Palantir position peaked at $3.32M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.