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Sound View Wealth Advisors Group’s Palantir PLTR Stock Holding History

Sound View Wealth Advisors 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 		$338K Sell
2,313
-3
-0.1% -$459 0.02% 329
2025
Q4 		$412K Buy
2,316
+38
+2% +$6.88K 0.03% 303
2025
Q3 		$416K Buy
2,278
+408
+22% +$66.1K 0.03% 296
2025
Q2 		$255K Buy
+1,870
New +$219K 0.02% 372

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

Sound View Wealth Advisors Group's PLTR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Palantir (PLTR) stake by 0.13% in Q1 2026, selling an estimated $459 and leaving 2,313 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #329.

Sound View Wealth Advisors Group first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,313 shares of Palantir worth $338K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 3 Palantir shares in Q1 2026, an estimated $459.
  • Palantir made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #329 holding.
  • Sound View Wealth Advisors Group first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Sound View Wealth Advisors Group's Palantir position peaked at $416K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.