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McKinley Carter Wealth Services’s Palantir PLTR Stock Holding History

McKinley Carter Wealth 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 		$250K Sell
1,708
-18
-1% -$2.75K 0.01% 275
2025
Q4 		$307K Sell
1,726
-1
-0.1% -$181 0.02% 274
2025
Q3 		$315K Buy
1,727
+10
+0.6% +$1.62K 0.02% 269
2025
Q2 		$234K Buy
+1,717
New +$201K 0.01% 288

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

McKinley Carter Wealth Services's PLTR Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Palantir (PLTR) stake by 1% in Q1 2026, selling an estimated $2.75K and leaving 1,708 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #275.

McKinley Carter Wealth Services first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $315K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • McKinley Carter Wealth Services held 1,708 shares of Palantir worth $250K as of Q1 2026.
  • McKinley Carter Wealth Services sold 18 Palantir shares in Q1 2026, an estimated $2.75K.
  • Palantir made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #275 holding.
  • McKinley Carter Wealth Services first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • McKinley Carter Wealth Services's Palantir position peaked at $315K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.