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Kellett Wealth Advisors’s Palantir PLTR Stock Holding History

Kellett 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 		– Sell
-1,376
Closed -$245K – 84
2025
Q4 		$245K Buy
+1,376
New +$249K 0.14% 69
2025
Q2 		– Sell
-3,581
Closed -$302K – 75
2025
Q1 		$302K Buy
3,581
+581
+19% +$51K 0.21% 53
2024
Q4 		$227K Buy
+3,000
New +$175K 0.16% 65

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

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

Kellett Wealth Advisors sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,376 shares — an estimated $245K sold.

Kellett Wealth Advisors first reported a position in PLTR in Q4 2024 and held it in 3 quarters. The position peaked at $302K in Q1 2025. 2,978 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Kellett Wealth Advisors reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Kellett Wealth Advisors sold 1,376 Palantir shares in Q1 2026, an estimated $245K.
  • Kellett Wealth Advisors first reported a position in Palantir in Q4 2024 and held it in 3 quarters.
  • Kellett Wealth Advisors's Palantir position peaked at $302K in Q1 2025.
  • 2,978 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Kellett Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.