MWM
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Mascagni Wealth Management’s Palantir PLTR Stock Holding History

Mascagni Wealth 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 		$1.76M Buy
12,030
+1,357
+13% +$207K 1.25% 18
2025
Q4 		$1.9M Sell
10,673
-551
-5% -$99.7K 1.41% 17
2025
Q3 		$2.05M Buy
11,224
+300
+3% +$48.6K 1.58% 15
2025
Q2 		$1.49M Buy
10,924
+275
+3% +$32.3K 1.27% 21
2025
Q1 		$899K Hold
10,649
– – 0.89% 33
2024
Q4 		$899K Buy
+10,649
New +$620K 0.89% 33

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

Mascagni Wealth Management's PLTR Position: Q1 2026 in Review

Mascagni Wealth Management increased its Palantir (PLTR) stake by 13% in Q1 2026, buying an estimated $207K and bringing the position to 12,030 shares worth $1.76M. The position accounts for 1.25% of the portfolio, ranked #18.

Mascagni Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Mascagni Wealth Management held 12,030 shares of Palantir worth $1.76M as of Q1 2026.
  • Mascagni Wealth Management bought 1,357 Palantir shares in Q1 2026, an estimated $207K.
  • Palantir made up 1.25% of Mascagni Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Mascagni Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Mascagni Wealth Management's Palantir position peaked at $2.05M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.