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Outlook Wealth Advisors’s Palantir PLTR Stock Holding History

Outlook Wealth 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 		$413K Sell
2,823
-324
-10% -$49.5K 0.1% 199
2025
Q4 		$559K Buy
3,147
+332
+12% +$60.1K 0.13% 157
2025
Q3 		$514K Buy
2,815
+521
+23% +$84.4K 0.13% 154
2025
Q2 		$313K Buy
+2,294
New +$269K 0.08% 223
2025
Q1 		– Sell
-3,143
Closed -$238K – 270
2024
Q4 		$238K Buy
+3,143
New +$183K 0.07% 234

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

Outlook Wealth Advisors's PLTR Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Palantir (PLTR) stake by 10% in Q1 2026, selling an estimated $49.5K and leaving 2,823 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #199.

Outlook Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $559K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Outlook Wealth Advisors held 2,823 shares of Palantir worth $413K as of Q1 2026.
  • Outlook Wealth Advisors sold 324 Palantir shares in Q1 2026, an estimated $49.5K.
  • Palantir made up 0.1% of Outlook Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • Outlook Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 5 quarters since.
  • Outlook Wealth Advisors's Palantir position peaked at $559K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.