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Root Financial Partners’s Palantir PLTR Stock Holding History

Root Financial Partners’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 		$2.31M Sell
15,823
-6,740
-30% -$1.03M 0.11% 57
2025
Q4 		$4.01M Buy
22,563
+15,881
+238% +$2.87M 0.2% 40
2025
Q3 		$1.22M Buy
6,682
+282
+4% +$45.7K 0.08% 76
2025
Q2 		$872K Buy
6,400
+1,734
+37% +$203K 0.08% 82
2025
Q1 		$394K Sell
4,666
-1,467
-24% -$129K 0.04% 132
2024
Q4 		$464K Buy
+6,133
New +$357K 0.06% 120

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

Root Financial Partners's PLTR Position: Q1 2026 in Review

Root Financial Partners reduced its Palantir (PLTR) stake by 30% in Q1 2026, selling an estimated $1.03M and leaving 15,823 shares worth $2.31M. The position accounts for 0.11% of the portfolio, ranked #57.

Root Financial Partners first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.01M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Root Financial Partners held 15,823 shares of Palantir worth $2.31M as of Q1 2026.
  • Root Financial Partners sold 6,740 Palantir shares in Q1 2026, an estimated $1.03M.
  • Palantir made up 0.11% of Root Financial Partners's portfolio in Q1 2026, its #57 holding.
  • Root Financial Partners first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Palantir position peaked at $4.01M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.