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Waverly Advisors’s Palantir PLTR Stock Holding History

Waverly 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 		$6.65M Buy
45,431
+1,333
+3% +$204K 0.05% 341
2025
Q4 		$7.84M Buy
44,098
+3,369
+8% +$610K 0.06% 285
2025
Q3 		$7.43M Sell
40,729
-4,987
-11% -$808K 0.07% 253
2025
Q2 		$6.23M Sell
45,716
-18,244
-29% -$2.14M 0.07% 268
2025
Q1 		$5.4M Sell
63,960
-22,654
-26% -$1.99M 0.07% 282
2024
Q4 		$6.55M Sell
86,614
-869
-1% -$50.6K 0.1% 181
2024
Q3 		$3.25M Sell
87,483
-30,381
-26% -$932K 0.06% 251
2024
Q2 		$2.99M Buy
117,864
+36,004
+44% +$811K 0.06% 256
2024
Q1 		$1.88M Buy
81,860
+6,347
+8% +$135K 0.04% 265
2023
Q4 		$1.3M Buy
+75,513
New +$1.34M 0.05% 191

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

Waverly Advisors's PLTR Position: Q1 2026 in Review

Waverly Advisors increased its Palantir (PLTR) stake by 3% in Q1 2026, buying an estimated $204K and bringing the position to 45,431 shares worth $6.65M. The position accounts for 0.05% of the portfolio, ranked #341.

Waverly Advisors first reported a position in PLTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.84M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Waverly Advisors held 45,431 shares of Palantir worth $6.65M as of Q1 2026.
  • Waverly Advisors bought 1,333 Palantir shares in Q1 2026, an estimated $204K.
  • Palantir made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #341 holding.
  • Waverly Advisors first reported a position in Palantir in Q4 2023 and has held it in 10 quarters since.
  • Waverly Advisors's Palantir position peaked at $7.84M in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.