Wealth Management Associates’s Palantir PLTR Stock Holding History

Wealth Management Associates’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	$6.9M	Sell	47,143 -269	-0.6%	-$41.1K	2.38%	8
2025 Q4	$8.43M	Sell	47,412 -305	-0.6%	-$55.2K	2.93%	7
2025 Q3	$8.7M	Sell	47,717 -1,831	-4%	-$297K	3.09%	7
2025 Q2	$6.75M	Buy	49,548 +299	+0.6%	+$35.1K	2.63%	8
2025 Q1	$4.16M	Buy	49,249 +682	+1%	+$59.9K	1.78%	15
2024 Q4	$3.67M	Sell	48,567 -2,507	-5%	-$146K	1.57%	14
2024 Q3	$1.9M	Sell	51,074 -1,796	-3%	-$55.1K	0.84%	28
2024 Q2	$1.34M	Hold	52,870	–	–	0.63%	38
2024 Q1	$1.34M	Buy	52,870 +29,280	+124%	+$624K	0.63%	38
2023 Q4	$405K	Buy	23,590 +5,275	+29%	+$94K	0.21%	99
2023 Q3	$293K	Buy	+18,315	New	+$292K	0.17%	130

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

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

Wealth Management Associates reduced its Palantir (PLTR) stake by 0.57% in Q1 2026, selling an estimated $41.1K and leaving 47,143 shares worth $6.9M. The position accounts for 2.38% of the portfolio, ranked #8.

Wealth Management Associates first reported a position in PLTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.7M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Wealth Management Associates held 47,143 shares of Palantir worth $6.9M as of Q1 2026.
Wealth Management Associates sold 269 Palantir shares in Q1 2026, an estimated $41.1K.
Palantir made up 2.38% of Wealth Management Associates's portfolio in Q1 2026, its #8 holding.
Wealth Management Associates first reported a position in Palantir in Q3 2023 and has held it in 11 quarters since.
Wealth Management Associates's Palantir position peaked at $8.7M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.