Personal CFO Solutions’s Palantir PLTR Stock Holding History

Personal CFO Solutions’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	$1.73M	Sell	11,854 -638	-5%	-$97.5K	0.24%	68
2025 Q4	$2.22M	Buy	12,492 +442	+4%	+$80K	0.35%	44
2025 Q3	$2.2M	Buy	12,050 +923	+8%	+$150K	0.39%	42
2025 Q2	$1.52M	Buy	11,127 +982	+10%	+$115K	0.28%	69
2025 Q1	$856K	Buy	10,145 +225	+2%	+$19.8K	0.17%	122
2024 Q4	$750K	Buy	9,920 +1,849	+23%	+$108K	0.15%	146
2024 Q3	$300K	Buy	+8,071	New	+$248K	0.04%	423
2022 Q2	–	Sell	-18,663	Closed	-$256K	–	485
2022 Q1	$256K	Buy	18,663 +191	+1%	+$2.55K	0.05%	375
2021 Q4	$336K	Sell	18,472 -2,563	-12%	-$56.6K	0.06%	289
2021 Q3	$506K	Buy	+21,035	New	+$513K	0.1%	188
2021 Q1	–	Sell	-8,623	Closed	-$203K	–	439
2020 Q4	$203K	Buy	+8,623	New	+$154K	0.05%	351

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

Personal CFO Solutions's PLTR Position: Q1 2026 in Review

Personal CFO Solutions reduced its Palantir (PLTR) stake by 5.1% in Q1 2026, selling an estimated $97.5K and leaving 11,854 shares worth $1.73M. The position accounts for 0.24% of the portfolio, ranked #68.

Personal CFO Solutions first reported a position in PLTR in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.22M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Personal CFO Solutions held 11,854 shares of Palantir worth $1.73M as of Q1 2026.
Personal CFO Solutions sold 638 Palantir shares in Q1 2026, an estimated $97.5K.
Palantir made up 0.24% of Personal CFO Solutions's portfolio in Q1 2026, its #68 holding.
Personal CFO Solutions first reported a position in Palantir in Q4 2020 and has held it in 11 quarters since.
Personal CFO Solutions's Palantir position peaked at $2.22M in Q4 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.