WE
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Wealth Effects’s Palantir PLTR Stock Holding History

Wealth Effects’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 		$261K Buy
+1,786
New +$273K 0.09% 178
2025
Q4 		– Sell
-5,476
Closed -$999K – 227
2025
Q3 		$999K Buy
5,476
+172
+3% +$27.9K 0.32% 62
2025
Q2 		$723K Buy
5,304
+995
+23% +$117K 0.27% 73
2025
Q1 		$364K Sell
4,309
-3,405
-44% -$299K 0.15% 122
2024
Q4 		$583K Buy
+7,714
New +$449K 0.21% 94

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

Wealth Effects's PLTR Position: Q1 2026 in Review

Wealth Effects opened a new position in Palantir (PLTR) in Q1 2026: 1,786 shares worth $261K. The stake represents 0.09% of the portfolio and ranks #178 among its holdings. This is a return to the name: Wealth Effects previously reported a position in PLTR as recently as Q3 2025.

Wealth Effects first reported a position in PLTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $999K in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Wealth Effects held 1,786 shares of Palantir worth $261K as of Q1 2026.
  • Palantir was a new Wealth Effects position in Q1 2026.
  • Palantir made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #178 holding.
  • Wealth Effects first reported a position in Palantir in Q4 2024 and has held it in 5 quarters since.
  • Wealth Effects's Palantir position peaked at $999K in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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