Pinnacle Wealth Planning Services’s Palantir PLTR Stock Holding History

Pinnacle Wealth Planning Services’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	$840K	Sell	5,740 -43	-0.7%	-$6.58K	0.09%	130
2025 Q4	$1.03M	Buy	5,783 +339	+6%	+$61.4K	0.11%	97
2025 Q3	$993K	Sell	5,444 -879	-14%	-$142K	0.12%	100
2025 Q2	$862K	Buy	6,323 +1,123	+22%	+$132K	0.11%	107
2025 Q1	$439K	Buy	5,200 +2,425	+87%	+$213K	0.07%	183
2024 Q4	$210K	Buy	+2,775	New	+$162K	0.03%	350
2021 Q1	–	Sell	-200	Closed	-$5K	–	1520
2020 Q4	$5K	Buy	+200	New	+$3.58K	﹤0.01%	1674

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

Pinnacle Wealth Planning Services's PLTR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Palantir (PLTR) stake by 0.74% in Q1 2026, selling an estimated $6.58K and leaving 5,740 shares worth $840K. The position accounts for 0.09% of the portfolio, ranked #130.

Pinnacle Wealth Planning Services first reported a position in PLTR in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Pinnacle Wealth Planning Services held 5,740 shares of Palantir worth $840K as of Q1 2026.
Pinnacle Wealth Planning Services sold 43 Palantir shares in Q1 2026, an estimated $6.58K.
Palantir made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #130 holding.
Pinnacle Wealth Planning Services first reported a position in Palantir in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Palantir position peaked at $1.03M in Q4 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.