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Northwest Financial Advisors’s Palantir PLTR Stock Holding History

Northwest Financial 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 		– Sell
-1,357
Closed -$241K – 74
2025
Q4 		$241K Buy
+1,357
New +$246K 0.5% 58
2024
Q4 		– Sell
-333
Closed -$12.4K – 411
2024
Q3 		$12.4K Buy
+333
New +$10.2K 0.01% 373
2024
Q1 		– Sell
-333
Closed -$5.72K – 394
2023
Q4 		$5.72K Buy
+333
New +$5.93K ﹤0.01% 426

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 $3.37T AUM 44.26% 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

Northwest Financial Advisors's PLTR Position: Q1 2026 in Review

Northwest Financial Advisors sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,357 shares — an estimated $241K sold.

Northwest Financial Advisors first reported a position in PLTR in Q4 2023 and held it in 3 quarters. The position peaked at $241K in Q4 2025. 3,001 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Northwest Financial Advisors reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,357 Palantir shares in Q1 2026, an estimated $241K.
  • Northwest Financial Advisors first reported a position in Palantir in Q4 2023 and held it in 3 quarters.
  • Northwest Financial Advisors's Palantir position peaked at $241K in Q4 2025.
  • 3,001 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.