VA
PLTR icon

Valmark Advisers’s Palantir PLTR Stock Holding History

Valmark Advisers’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 		$1.35M Sell
9,212
-223
-2% -$34.1K 0.02% 304
2025
Q4 		$1.68M Sell
9,435
-393
-4% -$71.1K 0.02% 273
2025
Q3 		$1.79M Buy
9,828
+468
+5% +$75.8K 0.02% 248
2025
Q2 		$1.28M Buy
9,360
+596
+7% +$69.9K 0.02% 293
2025
Q1 		$740K Buy
8,764
+1,734
+25% +$152K 0.01% 363
2024
Q4 		$532K Buy
7,030
+337
+5% +$19.6K 0.01% 405
2024
Q3 		$249K Buy
+6,693
New +$205K ﹤0.01% 534

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

Valmark Advisers's PLTR Position: Q1 2026 in Review

Valmark Advisers reduced its Palantir (PLTR) stake by 2.4% in Q1 2026, selling an estimated $34.1K and leaving 9,212 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #304.

Valmark Advisers first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Valmark Advisers held 9,212 shares of Palantir worth $1.35M as of Q1 2026.
  • Valmark Advisers sold 223 Palantir shares in Q1 2026, an estimated $34.1K.
  • Palantir made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #304 holding.
  • Valmark Advisers first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • Valmark Advisers's Palantir position peaked at $1.79M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.