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Regal Investment Advisors’s Palantir PLTR Stock Holding History

Regal Investment 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 		$338K Sell
2,311
-422
-15% -$64.5K 0.02% 510
2025
Q4 		$486K Sell
2,733
-351
-11% -$63.5K 0.03% 432
2025
Q3 		$563K Buy
3,084
+1,057
+52% +$171K 0.04% 357
2025
Q2 		$276K Sell
2,027
-6,134
-75% -$719K 0.02% 443
2025
Q1 		$689K Sell
8,161
-3,487
-30% -$306K 0.06% 269
2024
Q4 		$881K Sell
11,648
-21,490
-65% -$1.25M 0.07% 243
2024
Q3 		$1.23M Sell
33,138
-37,484
-53% -$1.15M 0.09% 222
2024
Q2 		$1.79M Buy
70,622
+12,367
+21% +$278K 0.12% 190
2024
Q1 		$1.34M Buy
58,255
+7,443
+15% +$159K 0.09% 211
2023
Q4 		$872K Buy
50,812
+1,472
+3% +$26.2K 0.07% 245
2023
Q3 		$789K Buy
49,340
+33,670
+215% +$536K 0.07% 233
2023
Q2 		$240K Buy
15,670
+92
+0.6% +$1.05K 0.02% 443
2023
Q1 		$132K Buy
+15,578
New +$122K 0.01% 493
2022
Q4 		– Sell
-49,132
Closed -$399K – 508
2022
Q3 		$399K Sell
49,132
-1,895
-4% -$16.9K 0.04% 304
2022
Q2 		$463K Sell
51,027
-1,963
-4% -$19.4K 0.05% 295
2022
Q1 		$728K Buy
52,990
+5,902
+13% +$78.7K 0.07% 256
2021
Q4 		$857K Sell
47,088
-1,194
-2% -$26.4K 0.08% 265
2021
Q3 		$1.16M Buy
48,282
+956
+2% +$23.3K 0.11% 196
2021
Q2 		$1.25M Buy
+47,326
New +$1.09M 0.13% 171

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

Regal Investment Advisors's PLTR Position: Q1 2026 in Review

Regal Investment Advisors reduced its Palantir (PLTR) stake by 15% in Q1 2026, selling an estimated $64.5K and leaving 2,311 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #510.

Regal Investment Advisors first reported a position in PLTR in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q2 2024. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Regal Investment Advisors held 2,311 shares of Palantir worth $338K as of Q1 2026.
  • Regal Investment Advisors sold 422 Palantir shares in Q1 2026, an estimated $64.5K.
  • Palantir made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #510 holding.
  • Regal Investment Advisors first reported a position in Palantir in Q2 2021 and has held it in 19 quarters since.
  • Regal Investment Advisors's Palantir position peaked at $1.79M in Q2 2024.
  • 2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.