SGI
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Summit Global Investments’s Palantir PLTR Stock Holding History

Summit Global Investments’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 		$4.73M Buy
32,355
+17,001
+111% +$2.6M 0.28% 49
2025
Q4 		$2.73M Buy
15,354
+13,042
+564% +$2.36M 0.16% 73
2025
Q3 		$422K Buy
2,312
+502
+28% +$81.4K 0.02% 337
2025
Q2 		$247K Buy
+1,810
New +$212K 0.01% 419
2025
Q1 		– Sell
-10,256
Closed -$776K – 549
2024
Q4 		$776K Buy
+10,256
New +$597K 0.05% 269

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

Summit Global Investments's PLTR Position: Q1 2026 in Review

Summit Global Investments increased its Palantir (PLTR) stake by 111% in Q1 2026, buying an estimated $2.6M and bringing the position to 32,355 shares worth $4.73M. The position accounts for 0.28% of the portfolio, ranked #49.

Summit Global Investments first reported a position in PLTR in Q4 2024 and has held it in 5 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Summit Global Investments held 32,355 shares of Palantir worth $4.73M as of Q1 2026.
  • Summit Global Investments bought 17,001 Palantir shares in Q1 2026, an estimated $2.6M.
  • Palantir made up 0.28% of Summit Global Investments's portfolio in Q1 2026, its #49 holding.
  • Summit Global Investments first reported a position in Palantir in Q4 2024 and has held it in 5 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.