Kapstone Financial Advisors’s Palantir PLTR Stock Holding History

Kapstone Financial 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	$5.95M	Buy	40,689 +1,389	+4%	+$212K	2.92%	4
2025 Q4	$6.99M	Sell	39,300 -986	-2%	-$178K	3.47%	4
2025 Q3	$7.35M	Buy	40,286 +947	+2%	+$153K	3.46%	5
2025 Q2	$5.36M	Buy	39,339 +2,086	+6%	+$245K	2.67%	6
2025 Q1	$3.14M	Buy	37,253 +411	+1%	+$36.1K	1.78%	10
2024 Q4	$2.94M	Buy	36,842 +2,854	+8%	+$166K	1.57%	13
2024 Q3	$1.25M	Buy	33,988 +4,208	+14%	+$129K	0.76%	27
2024 Q2	$754K	Buy	29,780 +1,850	+7%	+$41.7K	0.49%	36
2024 Q1	$643K	Buy	27,930 +4,700	+20%	+$100K	0.44%	42
2023 Q4	$382K	Buy	23,230 +8,730	+60%	+$155K	0.3%	66
2023 Q3	$232K	Hold	14,500	–	–	0.21%	80
2023 Q2	$290K	Buy	14,500 +1,900	+15%	+$21.6K	0.24%	73
2023 Q1	$108K	Hold	12,600	–	–	0.1%	93
2022 Q4	$113K	Buy	+12,600	New	+$95.5K	0.1%	98

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

Kapstone Financial Advisors's PLTR Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Palantir (PLTR) stake by 3.5% in Q1 2026, buying an estimated $212K and bringing the position to 40,689 shares worth $5.95M. The position accounts for 2.92% of the portfolio, ranked #4.

Kapstone Financial Advisors first reported a position in PLTR in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.35M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Kapstone Financial Advisors held 40,689 shares of Palantir worth $5.95M as of Q1 2026.
Kapstone Financial Advisors bought 1,389 Palantir shares in Q1 2026, an estimated $212K.
Palantir made up 2.92% of Kapstone Financial Advisors's portfolio in Q1 2026, its #4 holding.
Kapstone Financial Advisors first reported a position in Palantir in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Palantir position peaked at $7.35M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.