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Mount Yale Investment Advisors’s Palantir PLTR Stock Holding History

Mount Yale 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 		$4.21M Buy
28,758
+22,823
+385% +$3.49M 0.1% 211
2025
Q4 		$1.05M Buy
5,935
+1,626
+38% +$294K 0.05% 305
2025
Q3 		$786K Buy
4,309
+1,215
+39% +$197K 0.05% 327
2025
Q2 		$422K Buy
+3,094
New +$363K 0.03% 377

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

Mount Yale Investment Advisors's PLTR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Palantir (PLTR) stake by 385% in Q1 2026, buying an estimated $3.49M and bringing the position to 28,758 shares worth $4.21M. The position accounts for 0.1% of the portfolio, ranked #211.

Mount Yale Investment Advisors first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Mount Yale Investment Advisors held 28,758 shares of Palantir worth $4.21M as of Q1 2026.
  • Mount Yale Investment Advisors bought 22,823 Palantir shares in Q1 2026, an estimated $3.49M.
  • Palantir made up 0.1% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #211 holding.
  • Mount Yale Investment Advisors first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.