WF
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Whelan Financial’s Palantir PLTR Stock Holding History

Whelan Financial’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 		$541K Sell
3,701
-37
-1% -$5.66K 0.17% 50
2025
Q4 		$664K Buy
3,738
+158
+4% +$28.6K 0.21% 40
2025
Q3 		$653K Buy
3,580
+115
+3% +$18.6K 0.21% 41
2025
Q2 		$472K Buy
+3,465
New +$406K 0.17% 44

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

Whelan Financial's PLTR Position: Q1 2026 in Review

Whelan Financial reduced its Palantir (PLTR) stake by 0.99% in Q1 2026, selling an estimated $5.66K and leaving 3,701 shares worth $541K. The position accounts for 0.17% of the portfolio, ranked #50.

Whelan Financial first reported a position in PLTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $664K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Whelan Financial held 3,701 shares of Palantir worth $541K as of Q1 2026.
  • Whelan Financial sold 37 Palantir shares in Q1 2026, an estimated $5.66K.
  • Palantir made up 0.17% of Whelan Financial's portfolio in Q1 2026, its #50 holding.
  • Whelan Financial first reported a position in Palantir in Q2 2025 and has held it in 4 quarters since.
  • Whelan Financial's Palantir position peaked at $664K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.