MWM
PLTR icon

Mindset Wealth Management’s Palantir PLTR Stock Holding History

Mindset 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 		$1.86M Sell
12,686
-9
-0.1% -$1.38K 0.5% 21
2025
Q4 		$2.26M Buy
12,695
+1,024
+9% +$185K 0.59% 15
2025
Q3 		$2.13M Buy
11,671
+7,195
+161% +$1.17M 0.58% 13
2025
Q2 		$610K Buy
4,476
+1,533
+52% +$180K 0.2% 61
2025
Q1 		$248K Buy
+2,943
New +$258K 0.1% 115

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

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

Mindset Wealth Management reduced its Palantir (PLTR) stake by 0.07% in Q1 2026, selling an estimated $1.38K and leaving 12,686 shares worth $1.86M. The position accounts for 0.5% of the portfolio, ranked #21.

Mindset Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.26M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Mindset Wealth Management held 12,686 shares of Palantir worth $1.86M as of Q1 2026.
  • Mindset Wealth Management sold 9 Palantir shares in Q1 2026, an estimated $1.38K.
  • Palantir made up 0.5% of Mindset Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Mindset Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Palantir position peaked at $2.26M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.