TWM
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Tradition Wealth Management’s Palantir PLTR Stock Holding History

Tradition Wealth 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 		$7.48M Sell
51,143
-102
-0.2% -$15.6K 0.53% 47
2025
Q4 		$9.11M Buy
51,245
+564
+1% +$102K 0.65% 40
2025
Q3 		$9.25M Sell
50,681
-570
-1% -$92.4K 0.68% 38
2025
Q2 		$6.99M Buy
51,251
+766
+2% +$89.8K 0.56% 47
2025
Q1 		$4.26M Sell
50,485
-3,049
-6% -$268K 0.37% 69
2024
Q4 		$4.05M Buy
53,534
+10,702
+25% +$623K 0.36% 68
2024
Q3 		$1.59M Buy
42,832
+13,462
+46% +$413K 0.14% 126
2024
Q2 		$744K Buy
29,370
+1,070
+4% +$24.1K 0.07% 180
2024
Q1 		$651K Buy
28,300
+8,913
+46% +$190K 0.07% 183
2023
Q4 		$333K Buy
19,387
+2,007
+12% +$35.7K 0.03% 259
2023
Q3 		$278K Buy
17,380
+275
+2% +$4.38K 0.03% 264
2023
Q2 		$262K Buy
17,105
+325
+2% +$3.69K 0.03% 269
2023
Q1 		$142K Buy
16,780
+11,915
+245% +$93.2K 0.02% 355
2022
Q4 		$31K Sell
4,865
-150
-3% -$1.14K ﹤0.01% 652
2022
Q3 		$41K Buy
5,015
+13
+0.3% +$116 0.01% 559
2022
Q2 		$45K Buy
5,002
+1,034
+26% +$10.2K 0.01% 479
2022
Q1 		$54K Sell
3,968
-710
-15% -$9.47K 0.01% 500
2021
Q4 		$85K Sell
4,678
-400
-8% -$8.83K 0.01% 432
2021
Q3 		$122K Sell
5,078
-399
-7% -$9.73K 0.02% 337
2021
Q2 		$144K Sell
5,477
-325
-6% -$7.52K 0.02% 333
2021
Q1 		$135K Buy
5,802
+2,572
+80% +$70.5K 0.02% 289
2020
Q4 		$76K Buy
+3,230
New +$57.8K 0.01% 336

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

Tradition Wealth Management's PLTR Position: Q1 2026 in Review

Tradition Wealth Management reduced its Palantir (PLTR) stake by 0.2% in Q1 2026, selling an estimated $15.6K and leaving 51,143 shares worth $7.48M. The position accounts for 0.53% of the portfolio, ranked #47.

Tradition Wealth Management first reported a position in PLTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.25M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Tradition Wealth Management held 51,143 shares of Palantir worth $7.48M as of Q1 2026.
  • Tradition Wealth Management sold 102 Palantir shares in Q1 2026, an estimated $15.6K.
  • Palantir made up 0.53% of Tradition Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Tradition Wealth Management first reported a position in Palantir in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Palantir position peaked at $9.25M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.