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Summit Trail Advisors’s Palantir PLTR Stock Holding History

Summit Trail 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 		$52.8M Buy
361,041
+79,111
+28% +$12.1M 0.76% 23
2025
Q4 		$50.1M Sell
281,930
-8,491
-3% -$1.54M 0.87% 18
2025
Q3 		$53M Sell
290,421
-43,653
-13% -$7.07M 0.73% 20
2025
Q2 		$45.5M Sell
334,074
-17,283
-5% -$2.03M 0.78% 19
2025
Q1 		$29.7M Sell
351,357
-654
-0.2% -$57.4K 0.98% 14
2024
Q4 		$26.6M Sell
352,011
-27,694
-7% -$1.61M 0.98% 15
2024
Q3 		$14.1M Sell
379,705
-45,066
-11% -$1.38M 0.35% 38
2024
Q2 		$10.8M Sell
424,771
-102,903
-20% -$2.32M 0.28% 40
2024
Q1 		$12.1M Sell
527,674
-11,967
-2% -$255K 0.32% 40
2023
Q4 		$9.27M Sell
539,641
-60,885
-10% -$1.08M 0.31% 39
2023
Q3 		$9.61M Sell
600,526
-57,536
-9% -$916K 0.35% 34
2023
Q2 		$10.1M Buy
658,062
+2,784
+0.4% +$31.6K 0.38% 34
2023
Q1 		$5.54M Buy
655,278
+97,020
+17% +$759K 0.22% 48
2022
Q4 		$3.58M Sell
558,258
-5,408
-1% -$41K 0.16% 53
2022
Q3 		$4.58M Sell
563,666
-816
-0.1% -$7.26K 0.25% 44
2022
Q2 		$5.12M Buy
564,482
+26,299
+5% +$260K 0.32% 43
2022
Q1 		$7.39M Buy
538,183
+182,070
+51% +$2.43M 0.6% 36
2021
Q4 		$6.49M Sell
356,113
-22,757
-6% -$503K 0.42% 51
2021
Q3 		$9.11M Sell
378,870
-182,408
-32% -$4.45M 0.68% 34
2021
Q2 		$14.8M Sell
561,278
-7,902
-1% -$183K 1.3% 21
2021
Q1 		$13.3M Buy
569,180
+521,797
+1,101% +$14.3M 1.43% 18
2020
Q4 		$1.12M Buy
47,383
+10,113
+27% +$181K 0.14% 73
2020
Q3 		$543K Buy
+37,270
New +$354K 0.11% 98

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 Trail Advisors's PLTR Position: Q1 2026 in Review

Summit Trail Advisors increased its Palantir (PLTR) stake by 28% in Q1 2026, buying an estimated $12.1M and bringing the position to 361,041 shares worth $52.8M. The position accounts for 0.76% of the portfolio, ranked #23.

Summit Trail Advisors first reported a position in PLTR in Q3 2020 and has held it in 23 quarters since. The position peaked at $53M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Summit Trail Advisors held 361,041 shares of Palantir worth $52.8M as of Q1 2026.
  • Summit Trail Advisors bought 79,111 Palantir shares in Q1 2026, an estimated $12.1M.
  • Palantir made up 0.76% of Summit Trail Advisors's portfolio in Q1 2026, its #23 holding.
  • Summit Trail Advisors first reported a position in Palantir in Q3 2020 and has held it in 23 quarters since.
  • Summit Trail Advisors's Palantir position peaked at $53M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.