Key Financial Inc’s Palantir PLTR Stock Holding History

Key Financial Inc’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	$2.89M	Buy	19,782 +82	+0.4%	+$12.5K	0.52%	39
2025 Q4	$3.5M	Sell	19,700 -1,584	-7%	-$287K	0.64%	33
2025 Q3	$3.94M	Sell	21,284 -399	-2%	-$64.7K	0.73%	32
2025 Q2	$2.96M	Buy	21,683 +97	+0.4%	+$11.4K	0.59%	36
2025 Q1	$1.82M	Buy	21,586 +100	+0.5%	+$8.78K	0.4%	51
2024 Q4	$1.62M	Sell	21,486 -5,777	-21%	-$336K	0.37%	54
2024 Q3	$1.01M	Buy	27,263 +27	+0.1%	+$829	0.22%	81
2024 Q2	$690K	Hold	27,236	–	–	0.17%	107
2024 Q1	$627K	Hold	27,236	–	–	0.16%	113
2023 Q4	$468K	Sell	27,236 -50	-0.2%	-$891	0.13%	131
2023 Q3	$437K	Buy	27,286 +100	+0.4%	+$1.59K	0.15%	119
2023 Q2	$417K	Buy	27,186 +50	+0.2%	+$568	0.14%	130
2023 Q1	$229K	Hold	27,136	–	–	0.08%	179
2022 Q4	$221K	Hold	27,136	–	–	0.1%	153
2022 Q3	$221K	Hold	27,136	–	–	0.1%	155
2022 Q2	$252K	Hold	27,136	–	–	0.14%	129
2022 Q1	$373K	Hold	27,136	–	–	0.19%	104
2021 Q4	$494K	Hold	27,136	–	–	0.25%	76
2021 Q3	$652K	Hold	27,136	–	–	0.37%	53
2021 Q2	$589K	Buy	27,136 +108	+0.4%	+$2.5K	0.33%	59
2021 Q1	$629K	Buy	+27,028	New	+$741K	0.41%	48

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

Key Financial Inc's PLTR Position: Q1 2026 in Review

Key Financial Inc increased its Palantir (PLTR) stake by 0.42% in Q1 2026, buying an estimated $12.5K and bringing the position to 19,782 shares worth $2.89M. The position accounts for 0.52% of the portfolio, ranked #39.

Key Financial Inc first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.94M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Key Financial Inc held 19,782 shares of Palantir worth $2.89M as of Q1 2026.
Key Financial Inc bought 82 Palantir shares in Q1 2026, an estimated $12.5K.
Palantir made up 0.52% of Key Financial Inc's portfolio in Q1 2026, its #39 holding.
Key Financial Inc first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
Key Financial Inc's Palantir position peaked at $3.94M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.