Axxcess Wealth Management
PL icon

Axxcess Wealth Management’s Planet Labs PL Stock Holding History

Axxcess Wealth Management’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$243K Buy
14,842
+5,211
+54% +$112K 0.01% 839
2026
Q2 		$319K Buy
9,631
+131
+1% +$4.84K 0.01% 837
2026
Q1 		$266K Buy
+9,500
New +$243K 0.01% 344

Other funds holding PL

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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Axxcess Wealth Management's PL Position: Q3 2026 in Review

Axxcess Wealth Management increased its Planet Labs (PL) stake by 54% in Q3 2026, buying an estimated $112K and bringing the position to 14,842 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #839.

Axxcess Wealth Management first reported a position in PL in Q1 2026 and has held it in 3 quarters since. The position peaked at $319K in Q2 2026. 44 funds tracked by Wall St. Rank hold PL as of Q3 2026.

  • Axxcess Wealth Management held 14,842 shares of Planet Labs worth $243K as of Q3 2026.
  • Axxcess Wealth Management bought 5,211 Planet Labs shares in Q3 2026, an estimated $112K.
  • Planet Labs made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #839 holding.
  • Axxcess Wealth Management first reported a position in Planet Labs in Q1 2026 and has held it in 3 quarters since.
  • Axxcess Wealth Management's Planet Labs position peaked at $319K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Planet Labs as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.