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Prosperity Financial Group’s Palantir PLTR Stock Holding History

Prosperity Financial 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
2025
Q1 		– Sell
-3,500
Closed -$265K – 190
2024
Q4 		$265K Buy
+3,500
New +$204K 0.13% 128

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

Prosperity Financial Group's PLTR Position: Q1 2026 in Review

Prosperity Financial Group reduced its Palantir (PLTR) stake by 0.04% in Q1 2026, selling an estimated $1.53K and leaving 24,475 shares worth $3.58M. The position accounts for 1.32% of the portfolio, ranked #20.

Prosperity Financial Group first reported a position in PLTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.76M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Prosperity Financial Group held 24,475 shares of Palantir worth $3.58M as of Q1 2026.
  • Prosperity Financial Group sold 10 Palantir shares in Q1 2026, an estimated $1.53K.
  • Palantir made up 1.32% of Prosperity Financial Group's portfolio in Q1 2026, its #20 holding.
  • Prosperity Financial Group first reported a position in Palantir in Q4 2023 and has held it in 10 quarters since.
  • Prosperity Financial Group's Palantir position peaked at $4.76M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.