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Laurel Oak Wealth Management’s Palantir PLTR Stock Holding History

Laurel Oak Wealth Management’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 		$1.91M Buy
13,049
+2,897
+29% +$443K 0.32% 63
2025
Q4 		$1.8M Buy
+10,152
New +$1.84M 0.3% 60

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

Laurel Oak Wealth Management's PLTR Position: Q1 2026 in Review

Laurel Oak Wealth Management increased its Palantir (PLTR) stake by 29% in Q1 2026, buying an estimated $443K and bringing the position to 13,049 shares worth $1.91M. The position accounts for 0.32% of the portfolio, ranked #63.

Laurel Oak Wealth Management first reported a position in PLTR in Q4 2025 and has held it in 2 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Laurel Oak Wealth Management held 13,049 shares of Palantir worth $1.91M as of Q1 2026.
  • Laurel Oak Wealth Management bought 2,897 Palantir shares in Q1 2026, an estimated $443K.
  • Palantir made up 0.32% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Laurel Oak Wealth Management first reported a position in Palantir in Q4 2025 and has held it in 2 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.