TF
PLTR icon

Trek Financial’s Palantir PLTR Stock Holding History

Trek Financial’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 		$967K Sell
6,608
-39,111
-86% -$5.98M 0.05% 223
2025
Q4 		$8.13M Sell
45,719
-1,905
-4% -$345K 0.47% 60
2025
Q3 		$8.69M Buy
47,624
+44,870
+1,629% +$7.27M 0.52% 52
2025
Q2 		$375K Buy
+2,754
New +$323K 0.03% 305
2025
Q1 		– Sell
-16,991
Closed -$1.29M – 432
2024
Q4 		$1.29M Buy
+16,991
New +$990K 0.1% 168
2024
Q3 		– Sell
-214,268
Closed -$5.43M – 439
2024
Q2 		$5.43M Buy
+214,268
New +$4.82M 0.43% 65

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

Trek Financial's PLTR Position: Q1 2026 in Review

Trek Financial reduced its Palantir (PLTR) stake by 86% in Q1 2026, selling an estimated $5.98M and leaving 6,608 shares worth $967K. The position accounts for 0.05% of the portfolio, ranked #223.

Trek Financial first reported a position in PLTR in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.69M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Trek Financial held 6,608 shares of Palantir worth $967K as of Q1 2026.
  • Trek Financial sold 39,111 Palantir shares in Q1 2026, an estimated $5.98M.
  • Palantir made up 0.05% of Trek Financial's portfolio in Q1 2026, its #223 holding.
  • Trek Financial first reported a position in Palantir in Q2 2024 and has held it in 6 quarters since.
  • Trek Financial's Palantir position peaked at $8.69M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.