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Sard Wealth Management Group’s Palantir PLTR Stock Holding History

Sard 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 		$756K Sell
5,170
-12
-0.2% -$1.83K 0.41% 27
2025
Q4 		$921K Buy
5,182
+1,841
+55% +$333K 0.51% 21
2025
Q3 		$609K Sell
3,341
-195
-6% -$31.6K 0.35% 29
2025
Q2 		$482K Buy
3,536
+437
+14% +$51.3K 0.3% 31
2025
Q1 		$262K Buy
3,099
+159
+5% +$14K 0.18% 39
2024
Q4 		$222K Buy
+2,940
New +$171K 0.15% 41

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

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

Sard Wealth Management Group reduced its Palantir (PLTR) stake by 0.23% in Q1 2026, selling an estimated $1.83K and leaving 5,170 shares worth $756K. The position accounts for 0.41% of the portfolio, ranked #27.

Sard Wealth Management Group first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $921K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Sard Wealth Management Group held 5,170 shares of Palantir worth $756K as of Q1 2026.
  • Sard Wealth Management Group sold 12 Palantir shares in Q1 2026, an estimated $1.83K.
  • Palantir made up 0.41% of Sard Wealth Management Group's portfolio in Q1 2026, its #27 holding.
  • Sard Wealth Management Group first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Sard Wealth Management Group's Palantir position peaked at $921K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.