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Legacy Capital Group California’s Palantir PLTR Stock Holding History

Legacy Capital Group California’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 		$949K Sell
6,486
-8,131
-56% -$1.24M 0.36% 77
2025
Q4 		$2.6M Buy
14,617
+10,628
+266% +$1.92M 0.63% 27
2025
Q3 		$728K Sell
3,989
-524
-12% -$84.9K 0.19% 151
2025
Q2 		$615K Buy
4,513
+48
+1% +$5.63K 0.17% 154
2025
Q1 		$377K Buy
+4,465
New +$392K 0.13% 195
2024
Q1 		– Sell
-46,762
Closed -$803K – 316
2023
Q4 		$803K Buy
+46,762
New +$833K 0.31% 94

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

Legacy Capital Group California's PLTR Position: Q1 2026 in Review

Legacy Capital Group California reduced its Palantir (PLTR) stake by 56% in Q1 2026, selling an estimated $1.24M and leaving 6,486 shares worth $949K. The position accounts for 0.36% of the portfolio, ranked #77.

Legacy Capital Group California first reported a position in PLTR in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Legacy Capital Group California held 6,486 shares of Palantir worth $949K as of Q1 2026.
  • Legacy Capital Group California sold 8,131 Palantir shares in Q1 2026, an estimated $1.24M.
  • Palantir made up 0.36% of Legacy Capital Group California's portfolio in Q1 2026, its #77 holding.
  • Legacy Capital Group California first reported a position in Palantir in Q4 2023 and has held it in 6 quarters since.
  • Legacy Capital Group California's Palantir position peaked at $2.6M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.