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Financial Synergies Wealth Advisors’s Palantir PLTR Stock Holding History

Financial Synergies 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 		– Sell
-1,139
Closed -$202K – 115
2025
Q4 		$202K Buy
+1,139
New +$206K 0.02% 107
2025
Q2 		– Sell
-4,353
Closed -$367K – 92
2025
Q1 		$367K Sell
4,353
-524
-11% -$46K 0.04% 64
2024
Q4 		$369K Buy
+4,877
New +$284K 0.05% 60
2024
Q2 		– Sell
-3
Closed -$70 – 356
2024
Q1 		$70 Buy
+3
New +$64 ﹤0.01% 500
2022
Q3 		– Sell
-100
Closed -$907 – 510
2022
Q2 		$907 Buy
+100
New +$988 ﹤0.01% 318

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Synergies Wealth Advisors's PLTR Position: Q1 2026 in Review

Financial Synergies Wealth Advisors sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,139 shares — an estimated $202K sold.

Financial Synergies Wealth Advisors first reported a position in PLTR in Q2 2022 and held it in 5 quarters. The position peaked at $369K in Q4 2024. 2,990 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Financial Synergies Wealth Advisors reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,139 Palantir shares in Q1 2026, an estimated $202K.
  • Financial Synergies Wealth Advisors first reported a position in Palantir in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's Palantir position peaked at $369K in Q4 2024.
  • 2,990 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.