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Herold Advisors’s Palantir PLTR Stock Holding History

Herold 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 		$387K Buy
2,644
+81
+3% +$12.4K 0.08% 192
2025
Q4 		$456K Buy
2,563
+50
+2% +$9.05K 0.1% 175
2025
Q3 		$458K Sell
2,513
-50
-2% -$8.1K 0.11% 165
2025
Q2 		$349K Buy
+2,563
New +$301K 0.07% 216
2022
Q2 		– Sell
-2,550
Closed -$35K – 543
2022
Q1 		$35K Buy
+2,550
New +$34K 0.01% 428
2021
Q4 		– Sell
-8,750
Closed -$210K – 529
2021
Q3 		$210K Buy
+8,750
New +$213K 0.08% 192

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

Herold Advisors's PLTR Position: Q1 2026 in Review

Herold Advisors increased its Palantir (PLTR) stake by 3.2% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,644 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #192.

Herold Advisors first reported a position in PLTR in Q3 2021 and has held it in 6 quarters since. The position peaked at $458K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Herold Advisors held 2,644 shares of Palantir worth $387K as of Q1 2026.
  • Herold Advisors bought 81 Palantir shares in Q1 2026, an estimated $12.4K.
  • Palantir made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #192 holding.
  • Herold Advisors first reported a position in Palantir in Q3 2021 and has held it in 6 quarters since.
  • Herold Advisors's Palantir position peaked at $458K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.