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Retirement Planning Group (New York)’s Palantir PLTR Stock Holding History

Retirement Planning Group (New York)’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 		$310K Buy
2,122
+155
+8% +$23.7K 0.2% 68
2025
Q4 		$350K Sell
1,967
-43
-2% -$7.78K 0.24% 61
2025
Q3 		$367K Buy
2,010
+318
+19% +$51.5K 0.27% 58
2025
Q2 		$231K Buy
+1,692
New +$198K 0.2% 69

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

Retirement Planning Group (New York)'s PLTR Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Palantir (PLTR) stake by 7.9% in Q1 2026, buying an estimated $23.7K and bringing the position to 2,122 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #68.

Retirement Planning Group (New York) first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $367K in Q3 2025. 2,978 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Retirement Planning Group (New York) held 2,122 shares of Palantir worth $310K as of Q1 2026.
  • Retirement Planning Group (New York) bought 155 Palantir shares in Q1 2026, an estimated $23.7K.
  • Palantir made up 0.2% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #68 holding.
  • Retirement Planning Group (New York) first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (New York)'s Palantir position peaked at $367K in Q3 2025.
  • 2,978 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.