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Opes Wealth Management’s Palantir PLTR Stock Holding History

Opes Wealth Management’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 		$427K Buy
2,921
+32
+1% +$4.89K 0.07% 99
2025
Q4 		$514K Buy
2,889
+30
+1% +$5.43K 0.08% 95
2025
Q3 		$522K Buy
2,859
+179
+7% +$29K 0.09% 89
2025
Q2 		$365K Sell
2,680
-5
-0.2% -$586 0.06% 109
2025
Q1 		$227K Buy
+2,685
New +$236K 0.05% 134

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

Opes Wealth Management's PLTR Position: Q1 2026 in Review

Opes Wealth Management increased its Palantir (PLTR) stake by 1.1% in Q1 2026, buying an estimated $4.89K and bringing the position to 2,921 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #99.

Opes Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $522K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Opes Wealth Management held 2,921 shares of Palantir worth $427K as of Q1 2026.
  • Opes Wealth Management bought 32 Palantir shares in Q1 2026, an estimated $4.89K.
  • Palantir made up 0.07% of Opes Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Opes Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Opes Wealth Management's Palantir position peaked at $522K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.