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Navis Wealth Advisors’s Palantir PLTR Stock Holding History

Navis Wealth 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 		$261K Sell
1,785
-2,057
-54% -$315K 0.13% 145
2025
Q4 		$683K Buy
3,842
+1,917
+100% +$347K 0.29% 82
2025
Q3 		$351K Sell
1,925
-325
-14% -$52.7K 0.26% 82
2025
Q2 		$307K Buy
+2,250
New +$264K 0.26% 84

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

Navis Wealth Advisors's PLTR Position: Q1 2026 in Review

Navis Wealth Advisors reduced its Palantir (PLTR) stake by 54% in Q1 2026, selling an estimated $315K and leaving 1,785 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #145.

Navis Wealth Advisors first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $683K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Navis Wealth Advisors held 1,785 shares of Palantir worth $261K as of Q1 2026.
  • Navis Wealth Advisors sold 2,057 Palantir shares in Q1 2026, an estimated $315K.
  • Palantir made up 0.13% of Navis Wealth Advisors's portfolio in Q1 2026, its #145 holding.
  • Navis Wealth Advisors first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Navis Wealth Advisors's Palantir position peaked at $683K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.