Wealthspire Advisors (New York)’s Palantir PLTR Stock Holding History

Wealthspire Advisors (New York)’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	$6.86M	Sell	46,866 -5,654	-11%	-$864K	0.05%	139
2025 Q4	$9.34M	Buy	52,520 +8,781	+20%	+$1.59M	0.07%	122
2025 Q3	$7.98M	Sell	43,739 -34,074	-44%	-$5.52M	0.04%	130
2025 Q2	$10.6M	Buy	77,813 +25,331	+48%	+$2.97M	0.06%	108
2025 Q1	$4.43M	Sell	52,482 -30,534	-37%	-$2.68M	0.03%	170
2024 Q4	$6.28M	Buy	83,016 +6,953	+9%	+$405K	0.06%	133
2024 Q3	$2.83M	Sell	76,063 -38,829	-34%	-$1.19M	0.03%	201
2024 Q2	$2.91M	Buy	114,892 +1,334	+1%	+$30K	0.04%	154
2024 Q1	$2.61M	Buy	113,558 +100	+0.1%	+$2.13K	0.03%	166
2023 Q4	$1.95M	Sell	113,458 -22,870	-17%	-$407K	0.03%	198
2023 Q3	$2.18M	Sell	136,328 -20,300	-13%	-$323K	0.04%	161
2023 Q2	$2.4M	Sell	156,628 -252	-0.2%	-$2.86K	0.04%	136
2023 Q1	$1.33M	Buy	156,880 +2,975	+2%	+$23.3K	0.02%	204
2022 Q4	$988K	Sell	153,905 -200	-0.1%	-$1.52K	0.02%	263
2022 Q3	$1.25M	Buy	154,105 +719	+0.5%	+$6.39K	0.03%	192
2022 Q2	$1.39M	Buy	153,386 +195	+0.1%	+$1.93K	0.03%	180
2022 Q1	$2.1M	Buy	153,191 +31,632	+26%	+$422K	0.05%	121
2021 Q4	$2.21M	Sell	121,559 -1,347	-1%	-$29.7K	0.05%	139
2021 Q3	$2.96M	Sell	122,906 -37,844	-24%	-$923K	0.06%	127
2021 Q2	$4.24M	Sell	160,750 -930	-0.6%	-$21.5K	0.11%	72
2021 Q1	$3.77M	Buy	+161,680	New	+$4.43M	0.09%	111

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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s PLTR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Palantir (PLTR) stake by 11% in Q1 2026, selling an estimated $864K and leaving 46,866 shares worth $6.86M. The position accounts for 0.05% of the portfolio, ranked #139.

Wealthspire Advisors (New York) first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q2 2025. 2,981 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Wealthspire Advisors (New York) held 46,866 shares of Palantir worth $6.86M as of Q1 2026.
Wealthspire Advisors (New York) sold 5,654 Palantir shares in Q1 2026, an estimated $864K.
Palantir made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #139 holding.
Wealthspire Advisors (New York) first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s Palantir position peaked at $10.6M in Q2 2025.
2,981 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.