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Triad Wealth Partners’s Palantir PLTR Stock Holding History

Triad Wealth Partners’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 		$1.4M Buy
9,575
+1,014
+12% +$155K 0.11% 132
2025
Q4 		$1.52M Buy
8,561
+3,616
+73% +$655K 0.14% 105
2025
Q3 		$902K Buy
4,945
+2,152
+77% +$349K 0.12% 128
2025
Q2 		$381K Buy
+2,793
New +$328K 0.08% 187
2024
Q3 		– Sell
-62
Closed -$1.57K – 672
2024
Q2 		$1.57K Buy
+62
New +$1.4K ﹤0.01% 803

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

Triad Wealth Partners's PLTR Position: Q1 2026 in Review

Triad Wealth Partners increased its Palantir (PLTR) stake by 12% in Q1 2026, buying an estimated $155K and bringing the position to 9,575 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #132.

Triad Wealth Partners first reported a position in PLTR in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.52M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Triad Wealth Partners held 9,575 shares of Palantir worth $1.4M as of Q1 2026.
  • Triad Wealth Partners bought 1,014 Palantir shares in Q1 2026, an estimated $155K.
  • Palantir made up 0.11% of Triad Wealth Partners's portfolio in Q1 2026, its #132 holding.
  • Triad Wealth Partners first reported a position in Palantir in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Palantir position peaked at $1.52M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.