NWWA
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New Wave Wealth Advisors’s Palantir PLTR Stock Holding History

New Wave 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 		$807K Sell
5,516
-9,821
-64% -$1.5M 0.28% 68
2025
Q4 		$2.73M Sell
15,337
-3,104
-17% -$562K 1% 28
2025
Q3 		$3.36M Sell
18,441
-5,289
-22% -$857K 1.31% 21
2025
Q2 		$3.23M Sell
23,730
-554
-2% -$65K 1.37% 20
2025
Q1 		$2.05M Buy
24,284
+13,478
+125% +$1.18M 0.92% 33
2024
Q4 		$817K Buy
10,806
+2,858
+36% +$166K 0.33% 50
2024
Q3 		$296K Buy
+7,948
New +$244K 0.14% 108

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

New Wave Wealth Advisors's PLTR Position: Q1 2026 in Review

New Wave Wealth Advisors reduced its Palantir (PLTR) stake by 64% in Q1 2026, selling an estimated $1.5M and leaving 5,516 shares worth $807K. The position accounts for 0.28% of the portfolio, ranked #68.

New Wave Wealth Advisors first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • New Wave Wealth Advisors held 5,516 shares of Palantir worth $807K as of Q1 2026.
  • New Wave Wealth Advisors sold 9,821 Palantir shares in Q1 2026, an estimated $1.5M.
  • Palantir made up 0.28% of New Wave Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • New Wave Wealth Advisors first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • New Wave Wealth Advisors's Palantir position peaked at $3.36M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.