MA
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Montag & Associates’s Palantir PLTR Stock Holding History

Montag & Associates’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 		$229K Sell
1,568
-650
-29% -$99.4K 0.01% 397
2025
Q4 		$394K Sell
2,218
-1,234
-36% -$223K 0.02% 324
2025
Q3 		$630K Sell
3,452
-419
-11% -$67.9K 0.03% 285
2025
Q2 		$528K Sell
3,871
-529
-12% -$62K 0.03% 301
2025
Q1 		$371K Buy
4,400
+441
+11% +$38.7K 0.02% 335
2024
Q4 		$299K Sell
3,959
-50
-1% -$2.91K 0.01% 377
2024
Q3 		$149K Sell
4,009
-146
-4% -$4.48K 0.01% 457
2024
Q2 		$105K Buy
4,155
+50
+1% +$1.13K 0.01% 487
2024
Q1 		$94.5K Buy
4,105
+3,388
+473% +$72.2K ﹤0.01% 494
2023
Q4 		$12.3K Hold
717
– – ﹤0.01% 748
2023
Q3 		$11.5K Hold
717
– – ﹤0.01% 722
2023
Q2 		$11K Hold
717
– – ﹤0.01% 742
2023
Q1 		$6.06K Hold
717
– – ﹤0.01% 802
2022
Q4 		$4.6K Sell
717
-18
-2% -$136 ﹤0.01% 825
2022
Q3 		$6K Hold
735
– – ﹤0.01% 772
2022
Q2 		$7K Hold
735
– – ﹤0.01% 726
2022
Q1 		$10K Hold
735
– – ﹤0.01% 720
2021
Q4 		$13K Sell
735
-1,202
-62% -$26.5K ﹤0.01% 708
2021
Q3 		$47K Buy
1,937
+289
+18% +$7.05K ﹤0.01% 573
2021
Q2 		$43K Buy
1,648
+1,051
+176% +$24.3K ﹤0.01% 571
2021
Q1 		$14K Buy
597
+579
+3,217% +$15.9K ﹤0.01% 700
2020
Q4 		$0 Buy
+18
New +$322 ﹤0.01% 791

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

Montag & Associates's PLTR Position: Q1 2026 in Review

Montag & Associates reduced its Palantir (PLTR) stake by 29% in Q1 2026, selling an estimated $99.4K and leaving 1,568 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #397.

Montag & Associates first reported a position in PLTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $630K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Montag & Associates held 1,568 shares of Palantir worth $229K as of Q1 2026.
  • Montag & Associates sold 650 Palantir shares in Q1 2026, an estimated $99.4K.
  • Palantir made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #397 holding.
  • Montag & Associates first reported a position in Palantir in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's Palantir position peaked at $630K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.