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Perryman Financial Advisory’s Palantir PLTR Stock Holding History

Perryman Financial Advisory’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 		$3.69M Buy
25,215
+2,240
+10% +$342K 0.55% 47
2025
Q4 		$4.08M Buy
+22,975
New +$4.16M 0.6% 46

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

Perryman Financial Advisory's PLTR Position: Q1 2026 in Review

Perryman Financial Advisory increased its Palantir (PLTR) stake by 9.7% in Q1 2026, buying an estimated $342K and bringing the position to 25,215 shares worth $3.69M. The position accounts for 0.55% of the portfolio, ranked #47.

Perryman Financial Advisory first reported a position in PLTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.08M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Perryman Financial Advisory held 25,215 shares of Palantir worth $3.69M as of Q1 2026.
  • Perryman Financial Advisory bought 2,240 Palantir shares in Q1 2026, an estimated $342K.
  • Palantir made up 0.55% of Perryman Financial Advisory's portfolio in Q1 2026, its #47 holding.
  • Perryman Financial Advisory first reported a position in Palantir in Q4 2025 and has held it in 2 quarters since.
  • Perryman Financial Advisory's Palantir position peaked at $4.08M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.