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Lifeworks Advisors’s Palantir PLTR Stock Holding History

Lifeworks Advisors’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 		$271K Buy
1,851
+54
+3% +$8.26K 0.03% 258
2025
Q4 		$319K Buy
1,797
+187
+12% +$33.9K 0.04% 255
2025
Q3 		$294K Buy
+1,610
New +$261K 0.04% 259

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

Lifeworks Advisors's PLTR Position: Q1 2026 in Review

Lifeworks Advisors increased its Palantir (PLTR) stake by 3% in Q1 2026, buying an estimated $8.26K and bringing the position to 1,851 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #258.

Lifeworks Advisors first reported a position in PLTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Lifeworks Advisors held 1,851 shares of Palantir worth $271K as of Q1 2026.
  • Lifeworks Advisors bought 54 Palantir shares in Q1 2026, an estimated $8.26K.
  • Palantir made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #258 holding.
  • Lifeworks Advisors first reported a position in Palantir in Q3 2025 and has held it in 3 quarters since.
  • Lifeworks Advisors's Palantir position peaked at $319K in Q4 2025.
  • 2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.