Holistic Planning’s Palantir PLTR Stock Holding History

Holistic Planning’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	$294K	Buy	2,012 +556	+38%	+$85K	0.06%	237
2025 Q4	$259K	Buy	1,456 +63	+5%	+$11.4K	0.06%	239
2025 Q3	$254K	Buy	+1,393	New	+$226K	0.07%	199

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Planning's PLTR Position: Q1 2026 in Review

Holistic Planning increased its Palantir (PLTR) stake by 38% in Q1 2026, buying an estimated $85K and bringing the position to 2,012 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #237.

Holistic Planning first reported a position in PLTR in Q3 2025 and has held it in 3 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Holistic Planning held 2,012 shares of Palantir worth $294K as of Q1 2026.
Holistic Planning bought 556 Palantir shares in Q1 2026, an estimated $85K.
Palantir made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #237 holding.
Holistic Planning first reported a position in Palantir in Q3 2025 and has held it in 3 quarters since.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.