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Moneta Group Investment Advisors’s Palantir PLTR Stock Holding History

Moneta Group Investment Advisors’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 		$7.23M Buy
49,423
+3,088
+7% +$472K 0.05% 131
2025
Q4 		$8.24M Sell
46,335
-2,987
-6% -$541K 0.06% 120
2025
Q3 		$9M Sell
49,322
-699
-1% -$113K 0.07% 116
2025
Q2 		$6.82M Buy
50,021
+3,912
+8% +$459K 0.08% 117
2025
Q1 		$3.89M Buy
46,109
+1,130
+3% +$99.2K 0.05% 151
2024
Q4 		$3.4M Buy
44,979
+2,576
+6% +$150K 0.05% 155
2024
Q3 		$1.58M Buy
42,403
+5,415
+15% +$166K 0.02% 225
2024
Q2 		$937K Sell
36,988
-7,805
-17% -$176K 0.02% 279
2024
Q1 		$1.03M Buy
44,793
+12,319
+38% +$263K 0.02% 268
2023
Q4 		$558K Buy
32,474
+2,105
+7% +$37.5K 0.01% 324
2023
Q3 		$486K Buy
30,369
+1,167
+4% +$18.6K 0.01% 323
2023
Q2 		$448K Buy
29,202
+1,666
+6% +$18.9K 0.01% 340
2023
Q1 		$233K Buy
+27,536
New +$215K 0.01% 467

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

Moneta Group Investment Advisors's PLTR Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Palantir (PLTR) stake by 6.7% in Q1 2026, buying an estimated $472K and bringing the position to 49,423 shares worth $7.23M. The position accounts for 0.05% of the portfolio, ranked #131.

Moneta Group Investment Advisors first reported a position in PLTR in Q1 2023 and has held it in 13 quarters since. The position peaked at $9M in Q3 2025. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Moneta Group Investment Advisors held 49,423 shares of Palantir worth $7.23M as of Q1 2026.
  • Moneta Group Investment Advisors bought 3,088 Palantir shares in Q1 2026, an estimated $472K.
  • Palantir made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #131 holding.
  • Moneta Group Investment Advisors first reported a position in Palantir in Q1 2023 and has held it in 13 quarters since.
  • Moneta Group Investment Advisors's Palantir position peaked at $9M in Q3 2025.
  • 2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.