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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
2025
Q3 		– Sell
-11,000
Closed -$1.5M – 1288
2025
Q2 		$1.5M Buy
+11,000
New +$1.29M 0.29% 70

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 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.