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Golden State Wealth Management’s Palantir PLTR Stock Holding History

Golden State 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 		$3.23M Sell
22,073
-768
-3% -$117K 0.35% 55
2025
Q4 		$4.06M Buy
22,841
+2,741
+14% +$496K 0.43% 44
2025
Q3 		$3.67M Hold
20,100
– – 0.4% 48
2025
Q2 		$2.74M Buy
20,100
+502
+3% +$58.9K 0.33% 58
2025
Q1 		$1.65M Sell
19,598
-1,402
-7% -$123K 0.25% 80
2024
Q4 		$1.59M Buy
+21,000
New +$1.22M 0.24% 81

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

Golden State Wealth Management's PLTR Position: Q1 2026 in Review

Golden State Wealth Management reduced its Palantir (PLTR) stake by 3.4% in Q1 2026, selling an estimated $117K and leaving 22,073 shares worth $3.23M. The position accounts for 0.35% of the portfolio, ranked #55.

Golden State Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.06M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Golden State Wealth Management held 22,073 shares of Palantir worth $3.23M as of Q1 2026.
  • Golden State Wealth Management sold 768 Palantir shares in Q1 2026, an estimated $117K.
  • Palantir made up 0.35% of Golden State Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Golden State Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Palantir position peaked at $4.06M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.