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Venturi Wealth Management’s Palantir PLTR Stock Holding History

Venturi Wealth Management’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 		$2.21M Buy
15,080
+768
+5% +$117K 0.1% 115
2025
Q4 		$2.54M Buy
14,312
+390
+3% +$70.6K 0.11% 101
2025
Q3 		$2.54M Buy
13,922
+810
+6% +$131K 0.12% 96
2025
Q2 		$1.79M Buy
13,112
+1,433
+12% +$168K 0.09% 135
2025
Q1 		$986K Sell
11,679
-8,987
-43% -$789K 0.05% 208
2024
Q4 		$1.56M Buy
20,666
+3,867
+23% +$225K 0.08% 154
2024
Q3 		$625K Buy
16,799
+6,066
+57% +$186K 0.03% 254
2024
Q2 		$272K Buy
10,733
+1,373
+15% +$30.9K 0.02% 363
2024
Q1 		$215K Buy
9,360
+6,710
+253% +$143K 0.01% 342
2023
Q4 		$45.5K Hold
2,650
– – ﹤0.01% 503
2023
Q3 		$42.4K Buy
2,650
+896
+51% +$14.3K ﹤0.01% 498
2023
Q2 		$26.9K Sell
1,754
-62
-3% -$705 ﹤0.01% 506
2023
Q1 		$15.3K Buy
+1,816
New +$14.2K ﹤0.01% 645

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

Venturi Wealth Management's PLTR Position: Q1 2026 in Review

Venturi Wealth Management increased its Palantir (PLTR) stake by 5.4% in Q1 2026, buying an estimated $117K and bringing the position to 15,080 shares worth $2.21M. The position accounts for 0.1% of the portfolio, ranked #115.

Venturi Wealth Management first reported a position in PLTR in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.54M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Venturi Wealth Management held 15,080 shares of Palantir worth $2.21M as of Q1 2026.
  • Venturi Wealth Management bought 768 Palantir shares in Q1 2026, an estimated $117K.
  • Palantir made up 0.1% of Venturi Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Venturi Wealth Management first reported a position in Palantir in Q1 2023 and has held it in 13 quarters since.
  • Venturi Wealth Management's Palantir position peaked at $2.54M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.