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Shepherd Wealth Management’s Palantir PLTR Stock Holding History

Shepherd 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 		$2.92M Sell
21,253
-36,859
-63% -$5.64M 2.19% 9
2025
Q4 		$9.93M Sell
58,112
-13,027
-18% -$2.36M 6.91% 3
2025
Q3 		$13.4M Sell
71,139
-46,036
-39% -$7.46M 8.91% 3
2025
Q2 		$21.8M Buy
117,175
+20,272
+21% +$2.38M 14.86% 2
2025
Q1 		$8.18M Buy
96,903
+47,388
+96% +$4.16M 8.41% 2
2024
Q4 		$3.74M Buy
+49,515
New +$2.88M 3.68% 7

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

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

Shepherd Wealth Management reduced its Palantir (PLTR) stake by 63% in Q1 2026, selling an estimated $5.64M and leaving 21,253 shares worth $2.92M. The position accounts for 2.19% of the portfolio, ranked #9.

Shepherd Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.8M in Q2 2025. 2,996 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Shepherd Wealth Management held 21,253 shares of Palantir worth $2.92M as of Q1 2026.
  • Shepherd Wealth Management sold 36,859 Palantir shares in Q1 2026, an estimated $5.64M.
  • Palantir made up 2.19% of Shepherd Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Shepherd Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Palantir position peaked at $21.8M in Q2 2025.
  • 2,996 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.