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TrueWealth Advisors’s Palantir PLTR Stock Holding History

TrueWealth 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 		– Sell
-1,721
Closed -$306K – 246
2025
Q4 		$306K Sell
1,721
-23
-1% -$4.16K 0.08% 190
2025
Q3 		$318K Sell
1,744
-5,633
-76% -$913K 0.09% 178
2025
Q2 		$1.01M Sell
7,377
-629
-8% -$73.8K 0.3% 64
2025
Q1 		$676K Buy
8,006
+305
+4% +$26.8K 0.22% 81
2024
Q4 		$582K Buy
+7,701
New +$449K 0.19% 95

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TrueWealth Advisors's PLTR Position: Q1 2026 in Review

TrueWealth Advisors sold out of Palantir (PLTR) in Q1 2026, closing a stake of 1,721 shares — an estimated $306K sold.

TrueWealth Advisors first reported a position in PLTR in Q4 2024 and held it in 5 quarters. The position peaked at $1.01M in Q2 2025. 3,001 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • TrueWealth Advisors reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 1,721 Palantir shares in Q1 2026, an estimated $306K.
  • TrueWealth Advisors first reported a position in Palantir in Q4 2024 and held it in 5 quarters.
  • TrueWealth Advisors's Palantir position peaked at $1.01M in Q2 2025.
  • 3,001 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.