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Beaumont Financial Advisors’s Planet Fitness PLNT Stock Holding History

Beaumont Financial Advisors’s Portfolio PLNT Stock Details PLNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,064
Closed -$224K – 389
2025
Q4 		$224K Buy
2,064
+24
+1% +$2.47K 0.01% 344
2025
Q3 		$212K Hold
2,040
– – 0.01% 380
2025
Q2 		$222K Buy
+2,040
New +$204K 0.02% 351
2025
Q1 		– Sell
-2,040
Closed -$202K – 379
2024
Q4 		$202K Buy
+2,040
New +$186K 0.02% 361

Other funds holding PLNT

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beaumont Financial Advisors's PLNT Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of Planet Fitness (PLNT) in Q1 2026, closing a stake of 2,064 shares — an estimated $224K sold.

Beaumont Financial Advisors first reported a position in PLNT in Q4 2024 and held it in 4 quarters. The position peaked at $224K in Q4 2025. 426 funds tracked by Wall St. Rank hold PLNT as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining Planet Fitness position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,064 Planet Fitness shares in Q1 2026, an estimated $224K.
  • Beaumont Financial Advisors first reported a position in Planet Fitness in Q4 2024 and held it in 4 quarters.
  • Beaumont Financial Advisors's Planet Fitness position peaked at $224K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.