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Modera Wealth Management’s Palantir PLTR Stock Holding History

Modera 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 		$3.22M Buy
22,045
+2,912
+15% +$445K 0.04% 214
2025
Q4 		$3.4M Sell
19,133
-824
-4% -$149K 0.04% 219
2025
Q3 		$3.64M Buy
19,957
+5,983
+43% +$970K 0.04% 211
2025
Q2 		$1.9M Sell
13,974
-243
-2% -$28.5K 0.02% 262
2025
Q1 		$1.2M Buy
14,217
+837
+6% +$73.5K 0.02% 303
2024
Q4 		$1.01M Buy
+13,380
New +$779K 0.01% 327

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

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

Modera Wealth Management increased its Palantir (PLTR) stake by 15% in Q1 2026, buying an estimated $445K and bringing the position to 22,045 shares worth $3.22M. The position accounts for 0.04% of the portfolio, ranked #214.

Modera Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.64M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Modera Wealth Management held 22,045 shares of Palantir worth $3.22M as of Q1 2026.
  • Modera Wealth Management bought 2,912 Palantir shares in Q1 2026, an estimated $445K.
  • Palantir made up 0.04% of Modera Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Modera Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Modera Wealth Management's Palantir position peaked at $3.64M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.