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UP Strategic Wealth Investment Advisors’s Palantir PLTR Stock Holding History

UP Strategic Wealth Investment 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 		$248K Buy
+1,810
New +$277K 0.16% 82
2025
Q4 		– Sell
-1,547
Closed -$278K – 92
2025
Q3 		$278K Hold
1,547
– – 0.21% 68
2025
Q2 		$211K Buy
+1,547
New +$181K 0.16% 88

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

UP Strategic Wealth Investment Advisors's PLTR Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Palantir (PLTR) in Q1 2026: 1,810 shares worth $248K. The stake represents 0.16% of the portfolio and ranks #82 among its holdings. This is a return to the name: UP Strategic Wealth Investment Advisors previously reported a position in PLTR as recently as Q3 2025.

UP Strategic Wealth Investment Advisors first reported a position in PLTR in Q2 2025 and has held it in 3 quarters since. The position peaked at $278K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,810 shares of Palantir worth $248K as of Q1 2026.
  • Palantir was a new UP Strategic Wealth Investment Advisors position in Q1 2026.
  • Palantir made up 0.16% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Palantir in Q2 2025 and has held it in 3 quarters since.
  • UP Strategic Wealth Investment Advisors's Palantir position peaked at $278K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.