Private Wealth Management Group’s Palantir PLTR Stock Holding History

Private Wealth Management Group’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	$8.12M	Sell	55,541 -125	-0.2%	-$19.1K	2.13%	15
2025 Q4	$9.89M	Sell	55,666 -4	-0%	-$724	2.64%	14
2025 Q3	$10.2M	Sell	55,670 -35	-0.1%	-$5.67K	2.8%	14
2025 Q2	$7.59M	Sell	55,705 -3,732	-6%	-$438K	2.52%	15
2025 Q1	$5.02M	Sell	59,437 -18,496	-24%	-$1.62M	1.85%	16
2024 Q4	$5.89M	Sell	77,933 -4,729	-6%	-$275K	2.26%	15
2024 Q3	$3.08M	Sell	82,662 -5,389	-6%	-$165K	1.21%	18
2024 Q2	$2.23M	Buy	88,051 +417	+0.5%	+$9.39K	0.97%	18
2024 Q1	$2.02M	Sell	87,634 -21,587	-20%	-$460K	0.91%	19
2023 Q4	$1.88M	Buy	+109,221	New	+$1.95M	0.92%	21

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

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

Private Wealth Management Group reduced its Palantir (PLTR) stake by 0.22% in Q1 2026, selling an estimated $19.1K and leaving 55,541 shares worth $8.12M. The position accounts for 2.13% of the portfolio, ranked #15.

Private Wealth Management Group first reported a position in PLTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Private Wealth Management Group held 55,541 shares of Palantir worth $8.12M as of Q1 2026.
Private Wealth Management Group sold 125 Palantir shares in Q1 2026, an estimated $19.1K.
Palantir made up 2.13% of Private Wealth Management Group's portfolio in Q1 2026, its #15 holding.
Private Wealth Management Group first reported a position in Palantir in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Palantir position peaked at $10.2M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.