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Summit Wealth Group (Colorado)’s Palantir PLTR Stock Holding History

Summit Wealth Group (Colorado)’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 		$602K Buy
4,112
+710
+21% +$109K 0.06% 156
2025
Q4 		$605K Sell
3,402
-4,479
-57% -$811K 0.08% 128
2025
Q3 		$356K Buy
7,881
+5,091
+182% +$825K 0.06% 174
2025
Q2 		$380K Buy
+2,790
New +$327K 0.1% 156

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 Wealth Group (Colorado)'s PLTR Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Palantir (PLTR) stake by 21% in Q1 2026, buying an estimated $109K and bringing the position to 4,112 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #156.

Summit Wealth Group (Colorado) first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $605K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Summit Wealth Group (Colorado) held 4,112 shares of Palantir worth $602K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 710 Palantir shares in Q1 2026, an estimated $109K.
  • Palantir made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #156 holding.
  • Summit Wealth Group (Colorado) first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Palantir position peaked at $605K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.