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Visionary Wealth Advisors’s Palantir PLTR Stock Holding History

Visionary Wealth 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 		$3.56M Buy
24,354
+4,463
+22% +$682K 0.16% 147
2025
Q4 		$3.54M Buy
19,891
+430
+2% +$77.8K 0.16% 145
2025
Q3 		$3.55M Buy
19,461
+1,240
+7% +$201K 0.17% 135
2025
Q2 		$2.48M Sell
18,221
-1,378
-7% -$162K 0.13% 170
2025
Q1 		$1.65M Sell
19,599
-2,820
-13% -$248K 0.1% 195
2024
Q4 		$1.7M Buy
22,419
+1,101
+5% +$64.1K 0.1% 190
2024
Q3 		$793K Buy
21,318
+734
+4% +$22.5K 0.05% 282
2024
Q2 		$521K Buy
20,584
+148
+0.7% +$3.33K 0.03% 322
2024
Q1 		$470K Buy
20,436
+6,512
+47% +$139K 0.03% 330
2023
Q4 		$239K Buy
13,924
+3,251
+30% +$57.9K 0.02% 430
2023
Q3 		$171K Buy
+10,673
New +$170K 0.01% 430
2022
Q4 		– Sell
-12,619
Closed -$103K – 436
2022
Q3 		$103K Buy
12,619
+1,015
+9% +$9.03K 0.01% 380
2022
Q2 		$105K Buy
+11,604
New +$115K 0.01% 412
2022
Q1 		– Sell
-10,349
Closed -$188K – 450
2021
Q4 		$188K Buy
10,349
+64
+0.6% +$1.41K 0.02% 360
2021
Q3 		$247K Buy
10,285
+2,055
+25% +$50.1K 0.03% 267
2021
Q2 		$217K Buy
+8,230
New +$190K 0.02% 311

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

Visionary Wealth Advisors's PLTR Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Palantir (PLTR) stake by 22% in Q1 2026, buying an estimated $682K and bringing the position to 24,354 shares worth $3.56M. The position accounts for 0.16% of the portfolio, ranked #147.

Visionary Wealth Advisors first reported a position in PLTR in Q2 2021 and has held it in 16 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Visionary Wealth Advisors held 24,354 shares of Palantir worth $3.56M as of Q1 2026.
  • Visionary Wealth Advisors bought 4,463 Palantir shares in Q1 2026, an estimated $682K.
  • Palantir made up 0.16% of Visionary Wealth Advisors's portfolio in Q1 2026, its #147 holding.
  • Visionary Wealth Advisors first reported a position in Palantir in Q2 2021 and has held it in 16 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.