PWM
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Perigon Wealth Management’s Palantir PLTR Stock Holding History

Perigon 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 		$13.9M Buy
95,102
+22,247
+31% +$3.4M 0.25% 83
2025
Q4 		$12.9M Sell
72,855
-38
-0.1% -$6.88K 0.23% 87
2025
Q3 		$13.3M Sell
72,893
-50,429
-41% -$8.17M 0.27% 75
2025
Q2 		$16M Buy
123,322
+10,379
+9% +$1.22M 0.37% 56
2025
Q1 		$9.53M Sell
112,943
-1,412
-1% -$124K 0.24% 93
2024
Q4 		$7.92M Sell
114,355
-54,956
-32% -$3.2M 0.19% 109
2024
Q3 		$6.3M Buy
169,311
+27,080
+19% +$831K 0.17% 128
2024
Q2 		$3.6M Buy
142,231
+3,334
+2% +$75.1K 0.1% 173
2024
Q1 		$3.2M Buy
138,897
+11,754
+9% +$250K 0.1% 192
2023
Q4 		$2.18M Sell
127,143
-211
-0.2% -$3.76K 0.07% 216
2023
Q3 		$2.04M Sell
127,354
-10,738
-8% -$171K 0.08% 204
2023
Q2 		$2.12M Sell
138,092
-3,056
-2% -$34.7K 0.08% 204
2023
Q1 		$1.19M Sell
141,148
-19,155
-12% -$150K 0.07% 241
2022
Q4 		$1.03M Buy
160,303
+1,496
+0.9% +$11.3K 0.06% 257
2022
Q3 		$1.29M Buy
158,807
+2,345
+1% +$20.9K 0.11% 173
2022
Q2 		$1.42M Buy
156,462
+1,464
+0.9% +$14.5K 0.12% 161
2022
Q1 		$2.13M Sell
154,998
-2,422
-2% -$32.3K 0.15% 128
2021
Q4 		$2.87M Buy
157,420
+3,499
+2% +$77.3K 0.21% 97
2021
Q3 		$3.7M Sell
153,921
-4,844
-3% -$118K 0.32% 71
2021
Q2 		$4.18M Sell
158,765
-26,938
-15% -$623K 0.37% 54
2021
Q1 		$4.33M Buy
185,703
+174,618
+1,575% +$4.79M 0.44% 45
2020
Q4 		$261K Buy
+11,085
New +$198K 0.03% 354

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

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

Perigon Wealth Management increased its Palantir (PLTR) stake by 31% in Q1 2026, buying an estimated $3.4M and bringing the position to 95,102 shares worth $13.9M. The position accounts for 0.25% of the portfolio, ranked #83.

Perigon Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $16M in Q2 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Perigon Wealth Management held 95,102 shares of Palantir worth $13.9M as of Q1 2026.
  • Perigon Wealth Management bought 22,247 Palantir shares in Q1 2026, an estimated $3.4M.
  • Palantir made up 0.25% of Perigon Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Perigon Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 22 quarters since.
  • Perigon Wealth Management's Palantir position peaked at $16M in Q2 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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