BWM
PLNT icon

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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.57B AUM 3.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bernard Wealth Management's PLNT Position: Q1 2026 in Review

Bernard Wealth Management held its Planet Fitness (PLNT) position steady in Q1 2026 at 100 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Bernard Wealth Management first reported a position in PLNT in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.9K in Q2 2025. 425 funds tracked by Wall St. Rank hold PLNT as of Q1 2026.

  • Bernard Wealth Management held 100 shares of Planet Fitness worth $7.44K as of Q1 2026.
  • Bernard Wealth Management left its Planet Fitness share count unchanged in Q1 2026.
  • Planet Fitness made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #242 holding.
  • Bernard Wealth Management first reported a position in Planet Fitness in Q4 2024 and has held it in 6 quarters since.
  • 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 Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.