Heartwood Wealth Advisors’s Palantir PLTR Stock Holding History

Heartwood 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	–	Sell	-2,267	Closed	-$403K	–	229
2025 Q4	$403K	Sell	2,267 -568	-20%	-$103K	0.04%	132
2025 Q3	$517K	Buy	+2,835	New	+$459K	0.05%	115

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heartwood Wealth Advisors's PLTR Position: Q1 2026 in Review

Heartwood Wealth Advisors sold out of Palantir (PLTR) in Q1 2026, closing a stake of 2,267 shares — an estimated $403K sold.

Heartwood Wealth Advisors first reported a position in PLTR in Q3 2025 and held it in 2 quarters. The position peaked at $517K in Q3 2025. 2,990 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Heartwood Wealth Advisors reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
Heartwood Wealth Advisors sold 2,267 Palantir shares in Q1 2026, an estimated $403K.
Heartwood Wealth Advisors first reported a position in Palantir in Q3 2025 and held it in 2 quarters.
Heartwood Wealth Advisors's Palantir position peaked at $517K in Q3 2025.
2,990 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.