Level Four Advisory Services’s Palantir PLTR Stock Holding History

Level Four Advisory Services’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	$4.19M	Buy	28,630 +3,470	+14%	+$531K	0.14%	193
2025 Q4	$4.47M	Sell	25,160 -2,283	-8%	-$413K	0.15%	183
2025 Q3	$5.01M	Buy	27,443 +3,337	+14%	+$541K	0.17%	163
2025 Q2	$3.29M	Buy	24,106 +1,859	+8%	+$218K	0.12%	208
2025 Q1	$1.88M	Buy	22,247 +4,087	+23%	+$359K	0.08%	252
2024 Q4	$1.37M	Sell	18,160 -13,165	-42%	-$767K	0.06%	290
2024 Q3	$1.3M	Sell	31,325 -1,510	-5%	-$46.3K	0.05%	298
2024 Q2	$832K	Buy	32,835 +12,170	+59%	+$274K	0.04%	376
2024 Q1	$355K	Hold	20,665	–	–	0.02%	562
2023 Q4	$355K	Buy	20,665 +1,551	+8%	+$27.6K	0.02%	562
2023 Q3	$306K	Sell	19,114 -282	-1%	-$4.49K	0.02%	574
2023 Q2	$297K	Buy	19,396 +8,963	+86%	+$102K	0.02%	620
2023 Q1	$88.2K	Buy	+10,433	New	+$81.7K	0.01%	738
2021 Q3	–	Sell	-16,046	Closed	-$423K	–	594
2021 Q2	$423K	Buy	16,046 +1,628	+11%	+$37.7K	0.03%	446
2021 Q1	$336K	Buy	+14,418	New	+$395K	0.03%	484

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

Level Four Advisory Services's PLTR Position: Q1 2026 in Review

Level Four Advisory Services increased its Palantir (PLTR) stake by 14% in Q1 2026, buying an estimated $531K and bringing the position to 28,630 shares worth $4.19M. The position accounts for 0.14% of the portfolio, ranked #193.

Level Four Advisory Services first reported a position in PLTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.01M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Level Four Advisory Services held 28,630 shares of Palantir worth $4.19M as of Q1 2026.
Level Four Advisory Services bought 3,470 Palantir shares in Q1 2026, an estimated $531K.
Palantir made up 0.14% of Level Four Advisory Services's portfolio in Q1 2026, its #193 holding.
Level Four Advisory Services first reported a position in Palantir in Q1 2021 and has held it in 15 quarters since.
Level Four Advisory Services's Palantir position peaked at $5.01M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.