WBH Advisory’s Palantir PLTR Stock Holding History

WBH Advisory’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	$1.38M	Sell	9,444 -34	-0.4%	-$5.2K	0.1%	141
2025 Q4	$1.68M	Sell	9,478 -1,372	-13%	-$248K	0.12%	124
2025 Q3	$1.98M	Buy	10,850 +285	+3%	+$46.2K	0.15%	110
2025 Q2	$1.44M	Sell	10,565 -7,082	-40%	-$831K	0.12%	124
2025 Q1	$1.49M	Hold	17,647	–	–	0.14%	115
2024 Q4	$1.33M	Sell	17,647 -6,599	-27%	-$384K	0.12%	122
2024 Q3	$902K	Sell	24,246 -13,046	-35%	-$400K	0.09%	161
2024 Q2	$945K	Buy	37,292 +12	+0%	+$270	0.1%	152
2024 Q1	$858K	Buy	37,280 +30	+0.1%	+$639	0.09%	164
2023 Q4	$640K	Sell	37,250 -380	-1%	-$6.77K	0.07%	186
2023 Q3	$602K	Buy	37,630 +155	+0.4%	+$2.47K	0.07%	185
2023 Q2	$574K	Buy	37,475 +225	+0.6%	+$2.56K	0.07%	191
2023 Q1	$315K	Buy	+37,250	New	+$292K	0.04%	246
2022 Q3	$311K	Hold	38,250	–	–	0.04%	235
2022 Q2	$366K	Hold	38,250	–	–	0.05%	228
2022 Q1	$419K	Hold	38,250	–	–	0.05%	222
2021 Q4	$697K	Hold	38,250	–	–	0.08%	189
2021 Q3	$920K	Hold	38,250	–	–	0.12%	150
2021 Q2	$846K	Buy	38,250 +1,000	+3%	+$23.1K	0.12%	137
2021 Q1	$868K	Buy	+37,250	New	+$1.02M	0.14%	127

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBH Advisory's PLTR Position: Q1 2026 in Review

WBH Advisory reduced its Palantir (PLTR) stake by 0.36% in Q1 2026, selling an estimated $5.2K and leaving 9,444 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #141.

WBH Advisory first reported a position in PLTR in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.98M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

WBH Advisory held 9,444 shares of Palantir worth $1.38M as of Q1 2026.
WBH Advisory sold 34 Palantir shares in Q1 2026, an estimated $5.2K.
Palantir made up 0.1% of WBH Advisory's portfolio in Q1 2026, its #141 holding.
WBH Advisory first reported a position in Palantir in Q1 2021 and has held it in 20 quarters since.
WBH Advisory's Palantir position peaked at $1.98M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.