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Focused Wealth Management’s Palantir PLTR Stock Holding History

Focused Wealth Management’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 		$1.52M Buy
10,371
+560
+6% +$85.6K 0.16% 62
2025
Q4 		$1.74M Sell
9,811
-57
-0.6% -$10.3K 0.18% 57
2025
Q3 		$1.8M Buy
9,868
+96
+1% +$15.6K 0.19% 56
2025
Q2 		$1.33M Buy
9,772
+94
+1% +$11K 0.16% 58
2025
Q1 		$817K Sell
9,678
-1,753
-15% -$154K 0.11% 64
2024
Q4 		$865K Sell
11,431
-19
-0.2% -$1.11K 0.12% 62
2024
Q3 		$426K Buy
11,450
+55
+0.5% +$1.69K 0.06% 120
2024
Q2 		$289K Buy
11,395
+15
+0.1% +$338 0.04% 144
2024
Q1 		$262K Buy
11,380
+903
+9% +$19.2K 0.04% 138
2023
Q4 		$180K Hold
10,477
– – 0.03% 146
2023
Q3 		$168K Sell
10,477
-75
-0.7% -$1.2K 0.03% 146
2023
Q2 		$162K Sell
10,552
-22,875
-68% -$260K 0.03% 155
2023
Q1 		$282K Buy
33,427
+13,262
+66% +$104K 0.06% 109
2022
Q4 		$129K Sell
20,165
-36,921
-65% -$280K 0.03% 167
2022
Q3 		$464K Buy
57,086
+8,357
+17% +$74.3K 0.1% 81
2022
Q2 		$442K Buy
48,729
+15,384
+46% +$152K 0.08% 89
2022
Q1 		$458K Sell
33,345
-2,083
-6% -$27.8K 0.07% 95
2021
Q4 		$645K Buy
35,428
+4,119
+13% +$91K 0.1% 80
2021
Q3 		$753K Buy
31,309
+616
+2% +$15K 0.12% 71
2021
Q2 		$809K Buy
30,693
+17,463
+132% +$404K 0.13% 73
2021
Q1 		$308K Buy
13,230
+12,830
+3,208% +$352K 0.05% 129
2020
Q4 		$9K Hold
400
– – ﹤0.01% 571
2020
Q3 		$4K Buy
+400
New +$3.8K ﹤0.01% 639

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

Focused Wealth Management's PLTR Position: Q1 2026 in Review

Focused Wealth Management increased its Palantir (PLTR) stake by 5.7% in Q1 2026, buying an estimated $85.6K and bringing the position to 10,371 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #62.

Focused Wealth Management first reported a position in PLTR in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Focused Wealth Management held 10,371 shares of Palantir worth $1.52M as of Q1 2026.
  • Focused Wealth Management bought 560 Palantir shares in Q1 2026, an estimated $85.6K.
  • Palantir made up 0.16% of Focused Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Focused Wealth Management first reported a position in Palantir in Q3 2020 and has held it in 23 quarters since.
  • Focused Wealth Management's Palantir position peaked at $1.8M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.