SPWM
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Spartan Planning & Wealth Management’s Palantir PLTR Stock Holding History

Spartan Planning & 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
-4,878
Closed -$867K – 87
2025
Q4 		$867K Buy
4,878
+336
+7% +$60.8K 0.64% 29
2025
Q3 		$829K Sell
4,542
-65
-1% -$10.5K 0.65% 31
2025
Q2 		$628K Buy
+4,607
New +$540K 0.54% 34

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

Spartan Planning & Wealth Management's PLTR Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Palantir (PLTR) in Q1 2026, closing a stake of 4,878 shares — an estimated $867K sold.

Spartan Planning & Wealth Management first reported a position in PLTR in Q2 2025 and held it in 3 quarters. The position peaked at $867K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Spartan Planning & Wealth Management reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 4,878 Palantir shares in Q1 2026, an estimated $867K.
  • Spartan Planning & Wealth Management first reported a position in Palantir in Q2 2025 and held it in 3 quarters.
  • Spartan Planning & Wealth Management's Palantir position peaked at $867K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.