FP
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Fiduciary Planning’s Palantir PLTR Stock Holding History

Fiduciary Planning’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 		$862K Buy
5,894
+1,914
+48% +$293K 0.26% 42
2025
Q4 		$707K Buy
3,980
+166
+4% +$30.1K 0.21% 47
2025
Q3 		$696K Sell
3,814
-839
-18% -$136K 0.21% 49
2025
Q2 		$634K Sell
4,653
-618
-12% -$72.5K 0.21% 49
2025
Q1 		$445K Buy
5,271
+1,061
+25% +$93.2K 0.15% 50
2024
Q4 		$318K Buy
+4,210
New +$245K 0.1% 61

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

Fiduciary Planning's PLTR Position: Q1 2026 in Review

Fiduciary Planning increased its Palantir (PLTR) stake by 48% in Q1 2026, buying an estimated $293K and bringing the position to 5,894 shares worth $862K. The position accounts for 0.26% of the portfolio, ranked #42.

Fiduciary Planning first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Fiduciary Planning held 5,894 shares of Palantir worth $862K as of Q1 2026.
  • Fiduciary Planning bought 1,914 Palantir shares in Q1 2026, an estimated $293K.
  • Palantir made up 0.26% of Fiduciary Planning's portfolio in Q1 2026, its #42 holding.
  • Fiduciary Planning first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.