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Innovative Advisory Group, LLC’s Palantir PLTR Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-1,000
Closed -$178K – 173
2025
Q4 		$178K Hold
1,000
– – 0.11% 39
2025
Q3 		$182K Hold
1,000
– – 0.11% 42
2025
Q2 		$136K Hold
1,000
– – 0.12% 40
2025
Q1 		$84.4K Hold
1,000
– – 0.08% 48
2024
Q4 		$75.6K Buy
+1,000
New +$58.2K 0.07% 51

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Innovative Advisory Group, LLC's PLTR Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,000 shares — an estimated $178K sold.

Innovative Advisory Group, LLC first reported a position in PLTR in Q4 2024 and held it in 5 quarters. The position peaked at $182K in Q3 2025. 3,004 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,000 Palantir shares in Q1 2026, an estimated $178K.
  • Innovative Advisory Group, LLC first reported a position in Palantir in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Palantir position peaked at $182K in Q3 2025.
  • 3,004 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.