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Bernard Wealth Management’s Planet Fitness PLNT Stock Holding History

Bernard Wealth Management’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
Q2 		– Sell
-100
Closed -$7.44K – 355
2026
Q1 		$7.44K Hold
100
– – ﹤0.01% 242
2025
Q4 		$10.8K Hold
100
– – ﹤0.01% 215
2025
Q3 		$10.4K Hold
100
– – ﹤0.01% 215
2025
Q2 		$10.9K Hold
100
– – 0.01% 212
2025
Q1 		$9.66K Hold
100
– – ﹤0.01% 224
2024
Q4 		$9.89K Buy
+100
New +$9.13K ﹤0.01% 215

Other funds holding PLNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Bernard Wealth Management's PLNT Position: Q2 2026 in Review

Bernard Wealth Management sold out of Planet Fitness (PLNT) in Q2 2026, closing a stake of 100 shares — an estimated $7.44K sold.

Bernard Wealth Management first reported a position in PLNT in Q4 2024 and held it in 6 quarters. The position peaked at $10.9K in Q2 2025. 425 funds tracked by Wall St. Rank hold PLNT as of Q2 2026.

  • Bernard Wealth Management reported no remaining Planet Fitness position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 100 Planet Fitness shares in Q2 2026, an estimated $7.44K.
  • Bernard Wealth Management first reported a position in Planet Fitness in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Planet Fitness position peaked at $10.9K in Q2 2025.
  • 425 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.