Mosaic Financial Group’s Palantir PLTR Stock Holding History

Mosaic Financial Group’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	–	Sell	-1,305	Closed	-$232K	–	131
2025 Q4	$232K	Buy	+1,305	New	+$236K	0.16%	115

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mosaic Financial Group's PLTR Position: Q1 2026 in Review

Mosaic Financial Group sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,305 shares — an estimated $232K sold.

Mosaic Financial Group first reported a position in PLTR in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 2,997 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Mosaic Financial Group reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
Mosaic Financial Group sold 1,305 Palantir shares in Q1 2026, an estimated $232K.
Mosaic Financial Group first reported a position in Palantir in Q4 2025 and held it in 1 quarter.
Mosaic Financial Group's Palantir position peaked at $232K in Q4 2025.
2,997 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.