Integrated Wealth Concepts’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.3M Buy
166,082
+38,690
+30% +$5.92M 0.19% 109
2025
Q4
$22.6M Sell
127,392
-31,769
-20% -$5.75M 0.27% 82
2025
Q3
$29M Buy
159,161
+2,961
+2% +$480K 0.26% 81
2025
Q2
$21.3M Buy
156,200
+14,636
+10% +$1.72M 0.21% 106
2025
Q1
$11.9M Buy
141,564
+779
+0.6% +$68.4K 0.14% 150
2024
Q4
$10.6M Buy
140,785
+4,231
+3% +$246K 0.12% 161
2024
Q3
$5.08M Buy
136,554
+14,520
+12% +$446K 0.06% 285
2024
Q2
$3.09M Buy
122,034
+37,321
+44% +$840K 0.04% 381
2024
Q1
$1.95M Buy
84,713
+18,635
+28% +$397K 0.03% 524
2023
Q4
$1.13M Buy
66,078
+16,257
+33% +$290K 0.02% 680
2023
Q3
$797K Buy
49,821
+1,008
+2% +$16.1K 0.01% 788
2023
Q2
$748K Buy
48,813
+5,328
+12% +$60.6K 0.01% 803
2023
Q1
$367K Buy
43,485
+3,295
+8% +$25.8K 0.01% 972
2022
Q4
$258K Sell
40,190
-5,180
-11% -$39.3K 0.01% 862
2022
Q3
$369K Buy
45,370
+1,028
+2% +$9.14K 0.01% 680
2022
Q2
$402K Sell
44,342
-7,429
-14% -$73.4K 0.01% 666
2022
Q1
$711K Sell
51,771
-4,733
-8% -$63.1K 0.02% 481
2021
Q4
$1.03M Buy
56,504
+1,508
+3% +$33.3K 0.03% 412
2021
Q3
$1.32M Buy
54,996
+12,522
+29% +$305K 0.04% 327
2021
Q2
$1.12M Buy
42,474
+17,544
+70% +$406K 0.04% 333
2021
Q1
$581K Buy
+24,930
New +$684K 0.02% 445

Other funds holding PLTR

Integrated Wealth Concepts's PLTR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Palantir (PLTR) stake by 30% in Q1 2026, buying an estimated $5.92M and bringing the position to 166,082 shares worth $24.3M. The position accounts for 0.19% of the portfolio, ranked #109.

Integrated Wealth Concepts first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $29M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Integrated Wealth Concepts held 166,082 shares of Palantir worth $24.3M as of Q1 2026.
  • Integrated Wealth Concepts bought 38,690 Palantir shares in Q1 2026, an estimated $5.92M.
  • Palantir made up 0.19% of Integrated Wealth Concepts's portfolio in Q1 2026, its #109 holding.
  • Integrated Wealth Concepts first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Palantir position peaked at $29M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.