TruWealth Advisors’s Palantir PLTR Stock Holding History

TruWealth 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	$668K	Buy	4,569 +2,001	+78%	+$306K	0.03%	107
2025 Q4	$456K	Sell	2,568 -8	-0.3%	-$1.45K	0.02%	126
2025 Q3	$470K	Buy	+2,576	New	+$417K	0.02%	127

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

TruWealth Advisors's PLTR Position: Q1 2026 in Review

TruWealth Advisors increased its Palantir (PLTR) stake by 78% in Q1 2026, buying an estimated $306K and bringing the position to 4,569 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #107.

TruWealth Advisors first reported a position in PLTR in Q3 2025 and has held it in 3 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

TruWealth Advisors held 4,569 shares of Palantir worth $668K as of Q1 2026.
TruWealth Advisors bought 2,001 Palantir shares in Q1 2026, an estimated $306K.
Palantir made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #107 holding.
TruWealth Advisors first reported a position in Palantir in Q3 2025 and has held it in 3 quarters since.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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