NewEdge Wealth’s Palantir PLTR Stock Holding History

NewEdge Wealth’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	$10.4M	Buy	71,134 +12,861	+22%	+$1.97M	0.12%	124
2025 Q4	$10.4M	Buy	58,273 +18,581	+47%	+$3.36M	0.12%	133
2025 Q3	$7.46M	Buy	39,692 +14,640	+58%	+$2.37M	0.11%	156
2025 Q2	$4.56M	Sell	25,052 -26,803	-52%	-$3.14M	0.07%	222
2025 Q1	$4.38M	Buy	51,855 +31,886	+160%	+$2.8M	0.08%	207
2024 Q4	$1.51M	Buy	19,969 +5,152	+35%	+$300K	0.03%	411
2024 Q3	$551K	Buy	14,817 +1,206	+9%	+$37K	0.01%	598
2024 Q2	$345K	Buy	13,611 +3,605	+36%	+$81.2K	0.01%	621
2024 Q1	$226K	Buy	+10,006	New	+$213K	0.01%	739
2023 Q3	–	Sell	-10,300	Closed	-$158K	–	665
2023 Q2	$158K	Buy	+10,300	New	+$117K	0.01%	618
2022 Q1	–	Sell	-21,500	Closed	-$392K	–	438
2021 Q4	$392K	Buy	+21,500	New	+$475K	0.02%	317

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Wealth's PLTR Position: Q1 2026 in Review

NewEdge Wealth increased its Palantir (PLTR) stake by 22% in Q1 2026, buying an estimated $1.97M and bringing the position to 71,134 shares worth $10.4M. The position accounts for 0.12% of the portfolio, ranked #124.

NewEdge Wealth first reported a position in PLTR in Q4 2021 and has held it in 11 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

NewEdge Wealth held 71,134 shares of Palantir worth $10.4M as of Q1 2026.
NewEdge Wealth bought 12,861 Palantir shares in Q1 2026, an estimated $1.97M.
Palantir made up 0.12% of NewEdge Wealth's portfolio in Q1 2026, its #124 holding.
NewEdge Wealth first reported a position in Palantir in Q4 2021 and has held it in 11 quarters since.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.