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Westwood Wealth Management’s Palantir PLTR Stock Holding History

Westwood Wealth Management’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 		$6.3M Buy
43,079
+29,804
+225% +$4.56M 2.47% 10
2025
Q4 		$2.36M Sell
13,275
-28,740
-68% -$5.2M 1.77% 18
2025
Q3 		$7.66M Sell
42,015
-19,763
-32% -$3.2M 2.81% 10
2025
Q2 		$8.42M Buy
61,778
+9,328
+18% +$1.09M 2.83% 8
2025
Q1 		$4.43M Buy
52,450
+34,950
+200% +$3.07M 1.91% 11
2024
Q4 		$1.32M Buy
+17,500
New +$1.02M 0.48% 23

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

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

Westwood Wealth Management increased its Palantir (PLTR) stake by 225% in Q1 2026, buying an estimated $4.56M and bringing the position to 43,079 shares worth $6.3M. The position accounts for 2.47% of the portfolio, ranked #10.

Westwood Wealth Management first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.42M in Q2 2025. 2,980 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Westwood Wealth Management held 43,079 shares of Palantir worth $6.3M as of Q1 2026.
  • Westwood Wealth Management bought 29,804 Palantir shares in Q1 2026, an estimated $4.56M.
  • Palantir made up 2.47% of Westwood Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Westwood Wealth Management first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
  • Westwood Wealth Management's Palantir position peaked at $8.42M in Q2 2025.
  • 2,980 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.