FFWA
PLTR icon

FRG Family Wealth Advisors’s Palantir PLTR Stock Holding History

FRG Family 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 		$1.59M Sell
10,867
-935
-8% -$143K 0.26% 64
2025
Q4 		$2.1M Buy
11,802
+4,160
+54% +$753K 0.33% 56
2025
Q3 		$1.39M Buy
7,642
+2,939
+62% +$476K 0.22% 68
2025
Q2 		$641K Buy
+4,703
New +$552K 0.11% 96
2024
Q2 		– Sell
-30
Closed -$659 – 289
2024
Q1 		$659 Buy
+30
New +$639 ﹤0.01% 351

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

FRG Family Wealth Advisors's PLTR Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Palantir (PLTR) stake by 7.9% in Q1 2026, selling an estimated $143K and leaving 10,867 shares worth $1.59M. The position accounts for 0.26% of the portfolio, ranked #64.

FRG Family Wealth Advisors first reported a position in PLTR in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2025. 2,995 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • FRG Family Wealth Advisors held 10,867 shares of Palantir worth $1.59M as of Q1 2026.
  • FRG Family Wealth Advisors sold 935 Palantir shares in Q1 2026, an estimated $143K.
  • Palantir made up 0.26% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • FRG Family Wealth Advisors first reported a position in Palantir in Q1 2024 and has held it in 5 quarters since.
  • FRG Family Wealth Advisors's Palantir position peaked at $2.1M in Q4 2025.
  • 2,995 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.