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Next Level Wealth Planning’s Palantir PLTR Stock Holding History

Next Level Wealth Planning’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 		$979K Buy
6,696
+343
+5% +$52.4K 0.5% 19
2025
Q4 		$1.13M Buy
6,353
+90
+1% +$16.3K 0.6% 15
2025
Q3 		$1.14M Sell
6,263
-1,489
-19% -$241K 0.65% 13
2025
Q2 		$1.06M Buy
7,752
+1,855
+31% +$218K 0.68% 13
2025
Q1 		$498K Sell
5,897
-653
-10% -$57.3K 0.38% 24
2024
Q4 		$495K Buy
+6,550
New +$382K 0.39% 21

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

Next Level Wealth Planning's PLTR Position: Q1 2026 in Review

Next Level Wealth Planning increased its Palantir (PLTR) stake by 5.4% in Q1 2026, buying an estimated $52.4K and bringing the position to 6,696 shares worth $979K. The position accounts for 0.5% of the portfolio, ranked #19.

Next Level Wealth Planning first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Next Level Wealth Planning held 6,696 shares of Palantir worth $979K as of Q1 2026.
  • Next Level Wealth Planning bought 343 Palantir shares in Q1 2026, an estimated $52.4K.
  • Palantir made up 0.5% of Next Level Wealth Planning's portfolio in Q1 2026, its #19 holding.
  • Next Level Wealth Planning first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Next Level Wealth Planning's Palantir position peaked at $1.14M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.