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Shakespeare Wealth Management’s Palantir PLTR Stock Holding History

Shakespeare Wealth Management’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 		– Sell
-1,213
Closed -$216K – 104
2025
Q4 		$216K Buy
1,213
+54
+5% +$9.78K 0.05% 101
2025
Q3 		$211K Buy
+1,159
New +$188K 0.05% 98

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shakespeare Wealth Management's PLTR Position: Q1 2026 in Review

Shakespeare Wealth Management sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,213 shares — an estimated $216K sold.

Shakespeare Wealth Management first reported a position in PLTR in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 2,990 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Shakespeare Wealth Management reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Shakespeare Wealth Management sold 1,213 Palantir shares in Q1 2026, an estimated $216K.
  • Shakespeare Wealth Management first reported a position in Palantir in Q3 2025 and held it in 2 quarters.
  • Shakespeare Wealth Management's Palantir position peaked at $216K in Q4 2025.
  • 2,990 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Shakespeare Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.