Nvest Financial’s Palantir PLTR Stock Holding History

Nvest Financial’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	-1,232	Closed	-$219K	–	142
2025 Q4	$219K	Buy	+1,232	New	+$223K	0.09%	123

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nvest Financial's PLTR Position: Q1 2026 in Review

Nvest Financial sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,232 shares — an estimated $219K sold.

Nvest Financial first reported a position in PLTR in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 3,004 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Nvest Financial reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
Nvest Financial sold 1,232 Palantir shares in Q1 2026, an estimated $219K.
Nvest Financial first reported a position in Palantir in Q4 2025 and held it in 1 quarter.
Nvest Financial's Palantir position peaked at $219K in Q4 2025.
3,004 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.