IWA
PLTR icon

Icon Wealth Advisors’s Palantir PLTR Stock Holding History

Icon 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 		$746K Buy
5,406
+1,279
+31% +$196K 0.05% 206
2025
Q4 		$734K Sell
4,127
-46
-1% -$8.33K 0.05% 209
2025
Q3 		$761K Buy
4,173
+190
+5% +$30.8K 0.05% 205
2025
Q2 		$543K Sell
3,983
-771
-16% -$90.4K 0.04% 237
2025
Q1 		$401K Buy
4,754
+1,162
+32% +$102K 0.03% 244
2024
Q4 		$272K Buy
+3,592
New +$209K 0.02% 317

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

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

Icon Wealth Advisors increased its Palantir (PLTR) stake by 31% in Q1 2026, buying an estimated $196K and bringing the position to 5,406 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #206.

Icon Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $761K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Icon Wealth Advisors held 5,406 shares of Palantir worth $746K as of Q1 2026.
  • Icon Wealth Advisors bought 1,279 Palantir shares in Q1 2026, an estimated $196K.
  • Palantir made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #206 holding.
  • Icon Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Icon Wealth Advisors's Palantir position peaked at $761K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.