Mark Sheptoff Financial Planning’s Palantir PLTR Stock Holding History

Mark Sheptoff Financial Planning’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	$9.96M	Buy	73,309 +460	+0.6%	+$70.3K	5.27%	4
2025 Q4	$12.9M	Sell	72,849 -202	-0.3%	-$36.6K	6.17%	3
2025 Q3	$13.3M	Sell	73,051 -100	-0.1%	-$16.2K	6.38%	3
2025 Q2	$9.97M	Buy	73,151 +545	+0.8%	+$63.9K	5.31%	3
2025 Q1	$6.13M	Sell	72,606 -2,469	-3%	-$217K	3.38%	7
2024 Q4	$5.68M	Sell	75,075 -500	-0.7%	-$29.1K	3.05%	6
2024 Q3	$2.81M	Buy	75,575 +50	+0.1%	+$1.53K	1.49%	13
2024 Q2	$1.91M	Buy	75,525 +4,300	+6%	+$96.8K	1.07%	20
2024 Q1	$1.64M	Buy	71,225 +49,375	+226%	+$1.05M	0.91%	25
2023 Q4	$375K	Buy	21,850 +20,850	+2,085%	+$371K	0.23%	60
2023 Q3	$16K	Sell	1,000 -16,500	-94%	-$263K	0.01%	227
2023 Q2	$268K	Buy	+17,500	New	+$199K	0.15%	79
2021 Q4	–	Sell	-6,050	Closed	-$145K	–	474
2021 Q3	$145K	Buy	6,050 +5,300	+707%	+$129K	0.08%	119
2021 Q2	$20K	Buy	+750	New	+$17.3K	0.01%	271

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

Mark Sheptoff Financial Planning's PLTR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Palantir (PLTR) stake by 0.63% in Q1 2026, buying an estimated $70.3K and bringing the position to 73,309 shares worth $9.96M. The position accounts for 5.27% of the portfolio, ranked #4.

Mark Sheptoff Financial Planning first reported a position in PLTR in Q2 2021 and has held it in 14 quarters since. The position peaked at $13.3M in Q3 2025. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Mark Sheptoff Financial Planning held 73,309 shares of Palantir worth $9.96M as of Q1 2026.
Mark Sheptoff Financial Planning bought 460 Palantir shares in Q1 2026, an estimated $70.3K.
Palantir made up 5.27% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #4 holding.
Mark Sheptoff Financial Planning first reported a position in Palantir in Q2 2021 and has held it in 14 quarters since.
Mark Sheptoff Financial Planning's Palantir position peaked at $13.3M in Q3 2025.
2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.