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Private Wealth Asset Management’s Palantir PLTR Stock Holding History

Private Wealth Asset Management’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 		$570K Sell
3,896
-14
-0.4% -$2.14K 0.06% 158
2025
Q4 		$695K Buy
3,910
+1,625
+71% +$294K 0.08% 147
2025
Q3 		$417K Buy
2,285
+17
+0.7% +$2.75K 0.05% 175
2025
Q2 		$309K Sell
2,268
-58
-2% -$6.8K 0.04% 194
2025
Q1 		$196K Buy
+2,326
New +$204K 0.03% 233

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

Private Wealth Asset Management's PLTR Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Palantir (PLTR) stake by 0.36% in Q1 2026, selling an estimated $2.14K and leaving 3,896 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #158.

Private Wealth Asset Management first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $695K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Private Wealth Asset Management held 3,896 shares of Palantir worth $570K as of Q1 2026.
  • Private Wealth Asset Management sold 14 Palantir shares in Q1 2026, an estimated $2.14K.
  • Palantir made up 0.06% of Private Wealth Asset Management's portfolio in Q1 2026, its #158 holding.
  • Private Wealth Asset Management first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Palantir position peaked at $695K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.