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Shepherd Financial Partners’s Palantir PLTR Stock Holding History

Shepherd 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 		$1.15M Sell
7,889
-55
-0.7% -$8.41K 0.11% 106
2025
Q4 		$1.41M Buy
7,944
+164
+2% +$29.7K 0.13% 99
2025
Q3 		$1.42M Buy
7,780
+122
+2% +$19.8K 0.14% 100
2025
Q2 		$1.04M Buy
+7,658
New +$898K 0.11% 107

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

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

Shepherd Financial Partners reduced its Palantir (PLTR) stake by 0.69% in Q1 2026, selling an estimated $8.41K and leaving 7,889 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #106.

Shepherd Financial Partners first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Shepherd Financial Partners held 7,889 shares of Palantir worth $1.15M as of Q1 2026.
  • Shepherd Financial Partners sold 55 Palantir shares in Q1 2026, an estimated $8.41K.
  • Palantir made up 0.11% of Shepherd Financial Partners's portfolio in Q1 2026, its #106 holding.
  • Shepherd Financial Partners first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Shepherd Financial Partners's Palantir position peaked at $1.42M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.