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Global Wealth Management Investment Advisory’s Palantir PLTR Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-1,202
Closed -$214K – 164
2025
Q4 		$214K Buy
+1,202
New +$218K 0.03% 146
2025
Q3 		– Sell
-2,054
Closed -$280K – 157
2025
Q2 		$280K Sell
2,054
-1,662
-45% -$195K 0.05% 128
2025
Q1 		$314K Sell
3,716
-58
-2% -$5.09K 0.06% 120
2024
Q4 		$285K Buy
+3,774
New +$220K 0.06% 123
2024
Q1 		– Sell
-4,389
Closed -$75.4K – 354
2023
Q4 		$75.4K Buy
4,389
+2,383
+119% +$42.4K 0.02% 166
2023
Q3 		$32.1K Sell
2,006
-200
-9% -$3.19K 0.01% 217
2023
Q2 		$33.8K Buy
+2,206
New +$25.1K 0.01% 215
2022
Q3 		– Sell
-3,806
Closed -$35K – 380
2022
Q2 		$35K Sell
3,806
-300
-7% -$2.96K 0.01% 203
2022
Q1 		$56K Sell
4,106
-3,280
-44% -$43.7K 0.02% 184
2021
Q4 		$134K Buy
7,386
+239
+3% +$5.28K 0.04% 156
2021
Q3 		$172K Sell
7,147
-1,891
-21% -$46.1K 0.05% 146
2021
Q2 		$238K Buy
9,038
+2,089
+30% +$48.3K 0.08% 121
2021
Q1 		$162K Buy
6,949
+3,684
+113% +$101K 0.06% 125
2020
Q4 		$77K Buy
3,265
+2,600
+391% +$46.5K 0.03% 168
2020
Q3 		$6K Buy
+665
New +$6.32K ﹤0.01% 318

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

Global Wealth Management Investment Advisory's PLTR Position: Q1 2026 in Review

Global Wealth Management Investment Advisory sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,202 shares — an estimated $214K sold.

Global Wealth Management Investment Advisory first reported a position in PLTR in Q3 2020 and held it in 15 quarters. The position peaked at $314K in Q1 2025. 2,990 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Global Wealth Management Investment Advisory reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,202 Palantir shares in Q1 2026, an estimated $214K.
  • Global Wealth Management Investment Advisory first reported a position in Palantir in Q3 2020 and held it in 15 quarters.
  • Global Wealth Management Investment Advisory's Palantir position peaked at $314K in Q1 2025.
  • 2,990 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.