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Whalen Wealth Management’s Palantir PLTR Stock Holding History

Whalen 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 		$1.72M Buy
11,779
+2,960
+34% +$453K 0.92% 27
2025
Q4 		$1.57M Buy
8,819
+7,485
+561% +$1.36M 0.84% 25
2025
Q3 		$243K Sell
1,334
-375
-22% -$60.8K 0.14% 156
2025
Q2 		$233K Buy
+1,709
New +$200K 0.15% 184

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

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

Whalen Wealth Management increased its Palantir (PLTR) stake by 34% in Q1 2026, buying an estimated $453K and bringing the position to 11,779 shares worth $1.72M. The position accounts for 0.92% of the portfolio, ranked #27.

Whalen Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Whalen Wealth Management held 11,779 shares of Palantir worth $1.72M as of Q1 2026.
  • Whalen Wealth Management bought 2,960 Palantir shares in Q1 2026, an estimated $453K.
  • Palantir made up 0.92% of Whalen Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Whalen Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.