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GeoWealth Management’s Palantir PLTR Stock Holding History

GeoWealth 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 		$1.25M Sell
8,539
-1,312
-13% -$201K 0.05% 235
2025
Q4 		$1.75M Sell
9,851
-3,554
-27% -$643K 0.06% 175
2025
Q3 		$2.45M Buy
13,405
+166
+1% +$26.9K 0.09% 144
2025
Q2 		$1.8M Sell
13,239
-1,337
-9% -$157K 0.07% 163
2025
Q1 		$1.23M Buy
14,576
+3,561
+32% +$313K 0.05% 221
2024
Q4 		$833K Buy
11,015
+1,990
+22% +$116K 0.03% 336
2024
Q3 		$336K Buy
+9,025
New +$277K 0.01% 574

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

GeoWealth Management's PLTR Position: Q1 2026 in Review

GeoWealth Management reduced its Palantir (PLTR) stake by 13% in Q1 2026, selling an estimated $201K and leaving 8,539 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #235.

GeoWealth Management first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • GeoWealth Management held 8,539 shares of Palantir worth $1.25M as of Q1 2026.
  • GeoWealth Management sold 1,312 Palantir shares in Q1 2026, an estimated $201K.
  • Palantir made up 0.05% of GeoWealth Management's portfolio in Q1 2026, its #235 holding.
  • GeoWealth Management first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • GeoWealth Management's Palantir position peaked at $2.45M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.