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Phoenix Financial’s Palantir PLTR Stock Holding History

Phoenix Financial’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 		$3.24M Sell
22,176
-6,155
-22% -$941K 0.03% 143
2025
Q4 		$5.04M Sell
28,331
-961
-3% -$174K 0.05% 132
2025
Q3 		$5.34M Buy
29,292
+11,824
+68% +$1.92M 0.07% 127
2025
Q2 		$2.38M Buy
+17,468
New +$2.05M 0.03% 171

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's PLTR Position: Q1 2026 in Review

Phoenix Financial reduced its Palantir (PLTR) stake by 22% in Q1 2026, selling an estimated $941K and leaving 22,176 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #143.

Phoenix Financial first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.34M in Q3 2025. 2,983 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Phoenix Financial held 22,176 shares of Palantir worth $3.24M as of Q1 2026.
  • Phoenix Financial sold 6,155 Palantir shares in Q1 2026, an estimated $941K.
  • Palantir made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #143 holding.
  • Phoenix Financial first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Phoenix Financial's Palantir position peaked at $5.34M in Q3 2025.
  • 2,983 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.