Summit Securities Group’s Palantir PLTR Stock Holding History

Summit Securities 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	$43.9K	Sell	300 -11,572	-97%	-$1.77M	0.01%	414
2025 Q4	$2.11M	Buy	11,872 +11,131	+1,502%	+$2.02M	0.27%	67
2025 Q3	$135K	Sell	741 -259	-26%	-$42K	0.03%	330
2025 Q2	$136K	Buy	+1,000	New	+$117K	0.03%	312
2025 Q1	–	Sell	-452	Closed	-$34.2K	–	1033
2024 Q4	$34.2K	Buy	+452	New	+$26.3K	0.01%	329
2024 Q3	–	Sell	-1,000	Closed	-$25K	–	799
2024 Q2	$25K	Buy	+1,000	New	+$22.5K	﹤0.01%	364
2023 Q1	–	Sell	-30,000	Closed	-$193K	–	1177
2022 Q4	$193K	Buy	+30,000	New	+$227K	0.01%	486

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

Summit Securities Group's PLTR Position: Q1 2026 in Review

Summit Securities Group reduced its Palantir (PLTR) stake by 97% in Q1 2026, selling an estimated $1.77M and leaving 300 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #414.

Summit Securities Group first reported a position in PLTR in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.11M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Summit Securities Group held 300 shares of Palantir worth $43.9K as of Q1 2026.
Summit Securities Group sold 11,572 Palantir shares in Q1 2026, an estimated $1.77M.
Palantir made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #414 holding.
Summit Securities Group first reported a position in Palantir in Q4 2022 and has held it in 7 quarters since.
Summit Securities Group's Palantir position peaked at $2.11M in Q4 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.