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 		– Hold
0
– -$213K – 594
2025
Q4 		– Hold
0
– – – 532

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.