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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 		$351K Buy
+2,400
New +$367K 0.04% 140
2025
Q4 		– Sell
-1,200
Closed -$219K – 233
2025
Q3 		$219K Sell
1,200
-400
-25% -$64.8K 0.02% 173
2025
Q2 		$218K Buy
+1,600
New +$188K 0.03% 167
2024
Q3 		– Sell
-5,000
Closed -$127K – 277
2024
Q2 		$127K Hold
5,000
– – 0.02% 198
2024
Q1 		$11.6K Buy
+5,000
New +$107K ﹤0.01% 203

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.