Primoris Wealth Advisors’s Palantir PLTR Stock Holding History

Primoris Wealth 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	$3.68M	Sell	25,168 -1,882	-7%	-$288K	2.58%	14
2025 Q4	$4.81M	Sell	27,050 -650	-2%	-$118K	2.88%	8
2025 Q3	$5.05M	Sell	27,700 -100	-0.4%	-$16.2K	3.21%	7
2025 Q2	$3.79M	Sell	27,800 -4,700	-14%	-$551K	2.59%	13
2025 Q1	$2.74M	Sell	32,500 -14,050	-30%	-$1.23M	2.12%	14
2024 Q4	$3.52M	Sell	46,550 -2,200	-5%	-$128K	2.68%	12
2024 Q3	$1.81M	Sell	48,750 -500	-1%	-$15.3K	1.32%	25
2024 Q2	$1.25M	Buy	+49,250	New	+$1.11M	1%	32

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

Primoris Wealth Advisors's PLTR Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Palantir (PLTR) stake by 7% in Q1 2026, selling an estimated $288K and leaving 25,168 shares worth $3.68M. The position accounts for 2.58% of the portfolio, ranked #14.

Primoris Wealth Advisors first reported a position in PLTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.05M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Primoris Wealth Advisors held 25,168 shares of Palantir worth $3.68M as of Q1 2026.
Primoris Wealth Advisors sold 1,882 Palantir shares in Q1 2026, an estimated $288K.
Palantir made up 2.58% of Primoris Wealth Advisors's portfolio in Q1 2026, its #14 holding.
Primoris Wealth Advisors first reported a position in Palantir in Q2 2024 and has held it in 8 quarters since.
Primoris Wealth Advisors's Palantir position peaked at $5.05M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.