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Pinnacle Family Advisors’s Palantir PLTR Stock Holding History

Pinnacle Family Advisors’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 		$1.17M Buy
7,965
+69
+0.9% +$10.6K 0.55% 38
2025
Q4 		$1.4M Buy
7,896
+1,008
+15% +$182K 0.62% 32
2025
Q3 		$1.26M Buy
6,888
+847
+14% +$137K 0.55% 35
2025
Q2 		$821K Sell
6,041
-1,803
-23% -$211K 0.4% 46
2025
Q1 		$662K Buy
+7,844
New +$689K 0.36% 54
2021
Q1 		– Sell
-51,850
Closed -$1.22M – 143
2020
Q4 		$1.22M Buy
+51,850
New +$928K 0.75% 32

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

Pinnacle Family Advisors's PLTR Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Palantir (PLTR) stake by 0.87% in Q1 2026, buying an estimated $10.6K and bringing the position to 7,965 shares worth $1.17M. The position accounts for 0.55% of the portfolio, ranked #38.

Pinnacle Family Advisors first reported a position in PLTR in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Pinnacle Family Advisors held 7,965 shares of Palantir worth $1.17M as of Q1 2026.
  • Pinnacle Family Advisors bought 69 Palantir shares in Q1 2026, an estimated $10.6K.
  • Palantir made up 0.55% of Pinnacle Family Advisors's portfolio in Q1 2026, its #38 holding.
  • Pinnacle Family Advisors first reported a position in Palantir in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Family Advisors's Palantir position peaked at $1.4M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.