GenTrust’s Palantir PLTR Stock Holding History

GenTrust’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	$7.22M	Buy	49,368 +14,078	+40%	+$2.15M	0.31%	46
2025 Q4	$6.27M	Sell	35,290 -12,173	-26%	-$2.2M	0.27%	53
2025 Q3	$8.66M	Buy	47,463 +1,148	+2%	+$186K	0.39%	47
2025 Q2	$6.31M	Buy	46,315 +130	+0.3%	+$15.2K	0.3%	48
2025 Q1	$3.9M	Buy	46,185 +9,510	+26%	+$835K	0.19%	58
2024 Q4	$2.77M	Hold	36,675	–	–	0.12%	78
2024 Q3	$1.36M	Buy	36,675 +13,300	+57%	+$408K	0.07%	90
2024 Q2	$592K	Buy	+23,375	New	+$526K	0.03%	111
2021 Q4	–	Sell	-12,000	Closed	-$288K	–	147
2021 Q3	$288K	Hold	12,000	–	–	0.02%	117
2021 Q2	$316K	Sell	12,000 -1,000	-8%	-$23.1K	0.03%	113
2021 Q1	$284K	Buy	13,000 +3,000	+30%	+$82.3K	0.03%	105
2020 Q4	$236K	Buy	+10,000	New	+$179K	0.02%	97

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GenTrust's PLTR Position: Q1 2026 in Review

GenTrust increased its Palantir (PLTR) stake by 40% in Q1 2026, buying an estimated $2.15M and bringing the position to 49,368 shares worth $7.22M. The position accounts for 0.31% of the portfolio, ranked #46.

GenTrust first reported a position in PLTR in Q4 2020 and has held it in 12 quarters since. The position peaked at $8.66M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

GenTrust held 49,368 shares of Palantir worth $7.22M as of Q1 2026.
GenTrust bought 14,078 Palantir shares in Q1 2026, an estimated $2.15M.
Palantir made up 0.31% of GenTrust's portfolio in Q1 2026, its #46 holding.
GenTrust first reported a position in Palantir in Q4 2020 and has held it in 12 quarters since.
GenTrust's Palantir position peaked at $8.66M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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