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Strategies Wealth Advisors’s Palantir PLTR Stock Holding History

Strategies Wealth Advisors’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 		$2.54M Buy
17,389
+2,405
+16% +$368K 0.26% 36
2025
Q4 		$2.66M Buy
14,984
+991
+7% +$179K 0.27% 33
2025
Q3 		$2.55M Buy
13,993
+2,300
+20% +$373K 0.27% 32
2025
Q2 		$1.59M Sell
11,693
-748
-6% -$87.7K 0.17% 41
2025
Q1 		$1.05M Buy
12,441
+567
+5% +$49.8K 0.13% 54
2024
Q4 		$1.39M Buy
+11,874
New +$692K 0.17% 41

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

Strategies Wealth Advisors's PLTR Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Palantir (PLTR) stake by 16% in Q1 2026, buying an estimated $368K and bringing the position to 17,389 shares worth $2.54M. The position accounts for 0.26% of the portfolio, ranked #36.

Strategies Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.66M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Strategies Wealth Advisors held 17,389 shares of Palantir worth $2.54M as of Q1 2026.
  • Strategies Wealth Advisors bought 2,405 Palantir shares in Q1 2026, an estimated $368K.
  • Palantir made up 0.26% of Strategies Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Strategies Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Palantir position peaked at $2.66M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.