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Xcel Wealth Management’s Palantir PLTR Stock Holding History

Xcel 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 		$3.36M Buy
22,997
+397
+2% +$60.7K 0.93% 27
2025
Q4 		$4.02M Sell
22,600
-2,414
-10% -$437K 1.02% 23
2025
Q3 		$4.56M Buy
25,014
+4,263
+21% +$691K 1.19% 25
2025
Q2 		$2.83M Buy
20,751
+1,250
+6% +$147K 0.81% 35
2025
Q1 		$1.65M Buy
19,501
+985
+5% +$86.5K 0.51% 48
2024
Q4 		$1.4M Buy
18,516
+10,216
+123% +$595K 0.39% 50
2024
Q3 		$309K Buy
+8,300
New +$255K 0.09% 105

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

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

Xcel Wealth Management increased its Palantir (PLTR) stake by 1.8% in Q1 2026, buying an estimated $60.7K and bringing the position to 22,997 shares worth $3.36M. The position accounts for 0.93% of the portfolio, ranked #27.

Xcel Wealth Management first reported a position in PLTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.56M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Xcel Wealth Management held 22,997 shares of Palantir worth $3.36M as of Q1 2026.
  • Xcel Wealth Management bought 397 Palantir shares in Q1 2026, an estimated $60.7K.
  • Palantir made up 0.93% of Xcel Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Xcel Wealth Management first reported a position in Palantir in Q3 2024 and has held it in 7 quarters since.
  • Xcel Wealth Management's Palantir position peaked at $4.56M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.