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Legacy Financial Strategies’s Palantir PLTR Stock Holding History

Legacy Financial Strategies’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 		$1.93M Buy
13,223
+147
+1% +$22.5K 0.35% 47
2025
Q4 		$2.32M Buy
13,076
+590
+5% +$107K 0.41% 43
2025
Q3 		$2.28M Buy
12,486
+1,660
+15% +$269K 0.41% 43
2025
Q2 		$1.48M Buy
10,826
+1,497
+16% +$176K 0.29% 45
2025
Q1 		$787K Buy
9,329
+2,000
+27% +$176K 0.17% 57
2024
Q4 		$551K Buy
+7,329
New +$427K 0.12% 71

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 Financial Strategies's PLTR Position: Q1 2026 in Review

Legacy Financial Strategies increased its Palantir (PLTR) stake by 1.1% in Q1 2026, buying an estimated $22.5K and bringing the position to 13,223 shares worth $1.93M. The position accounts for 0.35% of the portfolio, ranked #47.

Legacy Financial Strategies first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.32M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Legacy Financial Strategies held 13,223 shares of Palantir worth $1.93M as of Q1 2026.
  • Legacy Financial Strategies bought 147 Palantir shares in Q1 2026, an estimated $22.5K.
  • Palantir made up 0.35% of Legacy Financial Strategies's portfolio in Q1 2026, its #47 holding.
  • Legacy Financial Strategies first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Legacy Financial Strategies's Palantir position peaked at $2.32M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Legacy Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.