IAG
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Investment Advisory Group’s Palantir PLTR Stock Holding History

Investment Advisory Group’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 		$538K Buy
3,678
+253
+7% +$38.7K 0.14% 104
2025
Q4 		$609K Sell
3,425
-69
-2% -$12.5K 0.16% 100
2025
Q3 		$637K Buy
3,494
+112
+3% +$18.2K 0.17% 95
2025
Q2 		$461K Buy
3,382
+198
+6% +$23.2K 0.14% 110
2025
Q1 		$269K Buy
+3,184
New +$280K 0.09% 136

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

Investment Advisory Group's PLTR Position: Q1 2026 in Review

Investment Advisory Group increased its Palantir (PLTR) stake by 7.4% in Q1 2026, buying an estimated $38.7K and bringing the position to 3,678 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #104.

Investment Advisory Group first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $637K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Investment Advisory Group held 3,678 shares of Palantir worth $538K as of Q1 2026.
  • Investment Advisory Group bought 253 Palantir shares in Q1 2026, an estimated $38.7K.
  • Palantir made up 0.14% of Investment Advisory Group's portfolio in Q1 2026, its #104 holding.
  • Investment Advisory Group first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Investment Advisory Group's Palantir position peaked at $637K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.