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Milestone Asset Management Group’s Palantir PLTR Stock Holding History

Milestone Asset Management Group’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 		$245K Buy
1,674
+64
+4% +$9.79K 0.14% 112
2025
Q4 		$286K Sell
1,610
-199
-11% -$36K 0.16% 99
2025
Q3 		$330K Sell
1,809
-148
-8% -$24K 0.21% 86
2025
Q2 		$267K Buy
+1,957
New +$230K 0.2% 87

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

Milestone Asset Management Group's PLTR Position: Q1 2026 in Review

Milestone Asset Management Group increased its Palantir (PLTR) stake by 4% in Q1 2026, buying an estimated $9.79K and bringing the position to 1,674 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #112.

Milestone Asset Management Group first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $330K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Milestone Asset Management Group held 1,674 shares of Palantir worth $245K as of Q1 2026.
  • Milestone Asset Management Group bought 64 Palantir shares in Q1 2026, an estimated $9.79K.
  • Palantir made up 0.14% of Milestone Asset Management Group's portfolio in Q1 2026, its #112 holding.
  • Milestone Asset Management Group first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Milestone Asset Management Group's Palantir position peaked at $330K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.