Trace Wealth Advisors’s Palantir PLTR Stock Holding History

Trace Wealth 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	$224K	Buy	1,534 +14	+0.9%	+$2.14K	0.17%	56
2025 Q4	$270K	Sell	1,520 -1,500	-50%	-$272K	0.2%	58
2025 Q3	$551K	Hold	3,020	–	–	0.41%	33
2025 Q2	$412K	Hold	3,020	–	–	0.34%	37
2025 Q1	$255K	Hold	3,020	–	–	0.23%	51
2024 Q4	$228K	Buy	+3,020	New	+$176K	0.2%	53

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

Trace Wealth Advisors's PLTR Position: Q1 2026 in Review

Trace Wealth Advisors increased its Palantir (PLTR) stake by 0.92% in Q1 2026, buying an estimated $2.14K and bringing the position to 1,534 shares worth $224K. The position accounts for 0.17% of the portfolio, ranked #56.

Trace Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $551K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Trace Wealth Advisors held 1,534 shares of Palantir worth $224K as of Q1 2026.
Trace Wealth Advisors bought 14 Palantir shares in Q1 2026, an estimated $2.14K.
Palantir made up 0.17% of Trace Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Trace Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
Trace Wealth Advisors's Palantir position peaked at $551K in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.