Mainstay Capital Management’s Palantir PLTR Stock Holding History

Mainstay Capital 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	$994K	Buy	6,797 +223	+3%	+$34.1K	0.08%	75
2025 Q4	$1.17M	Buy	6,574 +476	+8%	+$86.2K	0.09%	66
2025 Q3	$1.11M	Sell	6,098 -39,424	-87%	-$6.39M	0.11%	64
2025 Q2	$6.21M	Buy	45,522 +23,233	+104%	+$2.72M	0.31%	24
2025 Q1	$1.88M	Buy	22,289 +41	+0.2%	+$3.6K	0.26%	34
2024 Q4	$1.68M	Sell	22,248 -3,305	-13%	-$193K	0.26%	38
2024 Q3	$951K	Hold	25,553	–	–	0.16%	51
2024 Q2	$647K	Buy	25,553 +99	+0.4%	+$2.23K	0.11%	61
2024 Q1	$586K	Buy	25,454 +442	+2%	+$9.42K	0.11%	65
2023 Q4	$429K	Buy	25,012 +3,098	+14%	+$55.2K	0.08%	69
2023 Q3	$351K	Sell	21,914 -4,130	-16%	-$65.8K	0.07%	73
2023 Q2	$399K	Buy	26,044 +13,925	+115%	+$158K	0.07%	76
2023 Q1	$102K	Hold	12,119	–	–	0.02%	106
2022 Q4	$77.8K	Hold	12,119	–	–	0.02%	109
2022 Q3	$99K	Hold	12,119	–	–	0.02%	99
2022 Q2	$110K	Hold	12,119	–	–	0.03%	103
2022 Q1	$166K	Hold	12,119	–	–	0.03%	117
2021 Q4	$221K	Buy	+12,119	New	+$268K	0.07%	115
2021 Q3	–	Sell	-12,119	Closed	-$319K	–	123
2021 Q2	$319K	Buy	+12,119	New	+$280K	0.07%	98

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

Mainstay Capital Management's PLTR Position: Q1 2026 in Review

Mainstay Capital Management increased its Palantir (PLTR) stake by 3.4% in Q1 2026, buying an estimated $34.1K and bringing the position to 6,797 shares worth $994K. The position accounts for 0.08% of the portfolio, ranked #75.

Mainstay Capital Management first reported a position in PLTR in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.21M in Q2 2025. 2,978 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Mainstay Capital Management held 6,797 shares of Palantir worth $994K as of Q1 2026.
Mainstay Capital Management bought 223 Palantir shares in Q1 2026, an estimated $34.1K.
Palantir made up 0.08% of Mainstay Capital Management's portfolio in Q1 2026, its #75 holding.
Mainstay Capital Management first reported a position in Palantir in Q2 2021 and has held it in 19 quarters since.
Mainstay Capital Management's Palantir position peaked at $6.21M in Q2 2025.
2,978 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.