Perfromance Wealth Partners’s Palantir PLTR Stock Holding History

Perfromance Wealth Partners’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	$4.48M	Buy	30,648 +395	+1%	+$60.4K	0.13%	35
2025 Q4	$5.38M	Buy	30,253 +199	+0.7%	+$36K	0.15%	30
2025 Q3	$5.48M	Buy	30,054 +2,042	+7%	+$331K	0.15%	29
2025 Q2	$3.82M	Sell	28,012 -780	-3%	-$91.5K	0.12%	32
2025 Q1	$2.43M	Sell	28,792 -542	-2%	-$47.6K	0.09%	39
2024 Q4	$2.22M	Buy	29,334 +8,435	+40%	+$491K	0.07%	45
2024 Q3	$777K	Buy	20,899 +8,124	+64%	+$249K	0.03%	72
2024 Q2	$324K	Buy	+12,775	New	+$288K	0.01%	117

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perfromance Wealth Partners's PLTR Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Palantir (PLTR) stake by 1.3% in Q1 2026, buying an estimated $60.4K and bringing the position to 30,648 shares worth $4.48M. The position accounts for 0.13% of the portfolio, ranked #35.

Perfromance Wealth Partners first reported a position in PLTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.48M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Perfromance Wealth Partners held 30,648 shares of Palantir worth $4.48M as of Q1 2026.
Perfromance Wealth Partners bought 395 Palantir shares in Q1 2026, an estimated $60.4K.
Palantir made up 0.13% of Perfromance Wealth Partners's portfolio in Q1 2026, its #35 holding.
Perfromance Wealth Partners first reported a position in Palantir in Q2 2024 and has held it in 8 quarters since.
Perfromance Wealth Partners's Palantir position peaked at $5.48M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.