MWM
PLTR icon

Modern Wealth Management’s Palantir PLTR Stock Holding History

Modern 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 		$3.12M Sell
21,276
-10,160
-32% -$1.55M 0.05% 252
2025
Q4 		$5.59M Buy
31,436
+1,457
+5% +$264K 0.1% 179
2025
Q3 		$5.47M Buy
29,979
+12,749
+74% +$2.07M 0.11% 177
2025
Q2 		$2.35M Sell
17,230
-884
-5% -$104K 0.06% 250
2025
Q1 		$1.53M Buy
18,114
+10,601
+141% +$931K 0.05% 244
2024
Q4 		$568K Buy
+7,513
New +$438K 0.02% 338

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

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

Modern Wealth Management reduced its Palantir (PLTR) stake by 32% in Q1 2026, selling an estimated $1.55M and leaving 21,276 shares worth $3.12M. The position accounts for 0.05% of the portfolio, ranked #252.

Modern Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.59M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Modern Wealth Management held 21,276 shares of Palantir worth $3.12M as of Q1 2026.
  • Modern Wealth Management sold 10,160 Palantir shares in Q1 2026, an estimated $1.55M.
  • Palantir made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Modern Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's Palantir position peaked at $5.59M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.