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Total Wealth Planning & Management’s Palantir PLTR Stock Holding History

Total Wealth Planning & Management’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 		$280K Buy
1,914
+64
+3% +$9.79K 0.21% 168
2025
Q4 		$329K Buy
+1,850
New +$335K 0.24% 139
2025
Q2 		$221K Sell
1,624
-2,151
-57% -$252K 0.18% 183
2025
Q1 		$319K Sell
3,775
-1,041
-22% -$91.4K 0.3% 125
2024
Q4 		$364K Buy
+4,816
New +$281K 0.33% 101

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

Total Wealth Planning & Management's PLTR Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Palantir (PLTR) stake by 3.5% in Q1 2026, buying an estimated $9.79K and bringing the position to 1,914 shares worth $280K. The position accounts for 0.21% of the portfolio, ranked #168.

Total Wealth Planning & Management first reported a position in PLTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $364K in Q4 2024. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Total Wealth Planning & Management held 1,914 shares of Palantir worth $280K as of Q1 2026.
  • Total Wealth Planning & Management bought 64 Palantir shares in Q1 2026, an estimated $9.79K.
  • Palantir made up 0.21% of Total Wealth Planning & Management's portfolio in Q1 2026, its #168 holding.
  • Total Wealth Planning & Management first reported a position in Palantir in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Palantir position peaked at $364K in Q4 2024.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.