Heffernan Advisory’s Palantir PLTR Stock Holding History

Heffernan 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	-1,360	Closed	-$242K	–	28
2025 Q4	$242K	Buy	+1,360	New	+$246K	0.23%	22

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

Heffernan Advisory's PLTR Position: Q1 2026 in Review

Heffernan Advisory sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,360 shares — an estimated $242K sold.

Heffernan Advisory first reported a position in PLTR in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 2,998 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Heffernan Advisory reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
Heffernan Advisory sold 1,360 Palantir shares in Q1 2026, an estimated $242K.
Heffernan Advisory first reported a position in Palantir in Q4 2025 and held it in 1 quarter.
Heffernan Advisory's Palantir position peaked at $242K in Q4 2025.
2,998 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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