Spectrum Wealth Advisory Group’s Palantir PLTR Stock Holding History

Spectrum Wealth Advisory 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	$626K	Buy	4,280 +131	+3%	+$20K	0.23%	37
2025 Q4	$737K	Sell	4,149 -500	-11%	-$90.5K	0.27%	33
2025 Q3	$848K	Buy	4,649 +79	+2%	+$12.8K	0.35%	30
2025 Q2	$623K	Buy	4,570 +1,884	+70%	+$221K	0.29%	29
2025 Q1	$227K	Buy	+2,686	New	+$236K	0.11%	52

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Wealth Advisory Group's PLTR Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its Palantir (PLTR) stake by 3.2% in Q1 2026, buying an estimated $20K and bringing the position to 4,280 shares worth $626K. The position accounts for 0.23% of the portfolio, ranked #37.

Spectrum Wealth Advisory Group first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $848K in Q3 2025. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Spectrum Wealth Advisory Group held 4,280 shares of Palantir worth $626K as of Q1 2026.
Spectrum Wealth Advisory Group bought 131 Palantir shares in Q1 2026, an estimated $20K.
Palantir made up 0.23% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #37 holding.
Spectrum Wealth Advisory Group first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
Spectrum Wealth Advisory Group's Palantir position peaked at $848K in Q3 2025.
2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.