PPWM
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Paragon Private Wealth Management’s Palantir PLTR Stock Holding History

Paragon Private 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 		$620K Buy
4,239
+351
+9% +$53.7K 0.19% 126
2025
Q4 		$691K Buy
3,888
+420
+12% +$76K 0.21% 121
2025
Q3 		$633K Buy
3,468
+821
+31% +$133K 0.21% 123
2025
Q2 		$361K Buy
2,647
+134
+5% +$15.7K 0.14% 151
2025
Q1 		$212K Buy
+2,513
New +$221K 0.1% 175

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

Paragon Private Wealth Management's PLTR Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Palantir (PLTR) stake by 9% in Q1 2026, buying an estimated $53.7K and bringing the position to 4,239 shares worth $620K. The position accounts for 0.19% of the portfolio, ranked #126.

Paragon Private Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $691K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Paragon Private Wealth Management held 4,239 shares of Palantir worth $620K as of Q1 2026.
  • Paragon Private Wealth Management bought 351 Palantir shares in Q1 2026, an estimated $53.7K.
  • Palantir made up 0.19% of Paragon Private Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Paragon Private Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Paragon Private Wealth Management's Palantir position peaked at $691K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.