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Strategic Wealth Partners’s Palantir PLTR Stock Holding History

Strategic Wealth 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 		$2.32M Buy
15,872
+2,689
+20% +$411K 0.16% 100
2025
Q4 		$2.34M Buy
13,183
+1,030
+8% +$186K 0.16% 102
2025
Q3 		$2.22M Sell
12,153
-11,751
-49% -$1.9M 0.17% 100
2025
Q2 		$3.26M Buy
+23,904
New +$2.8M 0.26% 80
2024
Q4 		$2.37M Buy
20,075
+495
+3% +$28.8K 0.2% 95
2024
Q3 		$728K Buy
19,580
+772
+4% +$23.7K 0.07% 167
2024
Q2 		$476K Sell
18,808
-806
-4% -$18.1K 0.05% 200
2024
Q1 		$451K Buy
19,614
+9,431
+93% +$201K 0.05% 202
2023
Q4 		$175K Buy
+10,183
New +$181K 0.02% 270
2022
Q1 		– Sell
-146,150
Closed -$2.66M – 283
2021
Q4 		$2.66M Buy
+146,150
New +$3.23M 0.5% 63

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

Strategic Wealth Partners's PLTR Position: Q1 2026 in Review

Strategic Wealth Partners increased its Palantir (PLTR) stake by 20% in Q1 2026, buying an estimated $411K and bringing the position to 15,872 shares worth $2.32M. The position accounts for 0.16% of the portfolio, ranked #100.

Strategic Wealth Partners first reported a position in PLTR in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.26M in Q2 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Strategic Wealth Partners held 15,872 shares of Palantir worth $2.32M as of Q1 2026.
  • Strategic Wealth Partners bought 2,689 Palantir shares in Q1 2026, an estimated $411K.
  • Palantir made up 0.16% of Strategic Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Strategic Wealth Partners first reported a position in Palantir in Q4 2021 and has held it in 10 quarters since.
  • Strategic Wealth Partners's Palantir position peaked at $3.26M in Q2 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.