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Bogart Wealth LLC’s Planet Fitness PLNT Stock Holding History

Bogart Wealth LLC’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
-5
Closed -$542 – 1886
2025
Q4 		$542 Buy
+5
New +$515 ﹤0.01% 1444
2023
Q3 		– Sell
-20
Closed -$1.35K – 1095
2023
Q2 		$1.35K Hold
20
– – ﹤0.01% 926
2023
Q1 		$1.55K Buy
+20
New +$1.6K ﹤0.01% 945
2022
Q4 		– Sell
-20
Closed -$1K – 1164
2022
Q3 		$1K Buy
+20
New +$1.44K ﹤0.01% 932

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

Bogart Wealth LLC's PLNT Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Planet Fitness (PLNT) in Q1 2026, closing a stake of 5 shares — an estimated $542 sold.

Bogart Wealth LLC first reported a position in PLNT in Q3 2022 and held it in 4 quarters. The position peaked at $1.55K in Q1 2023. 426 funds tracked by Wall St. Rank hold PLNT as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Planet Fitness position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 5 Planet Fitness shares in Q1 2026, an estimated $542.
  • Bogart Wealth LLC first reported a position in Planet Fitness in Q3 2022 and held it in 4 quarters.
  • Bogart Wealth LLC's Planet Fitness position peaked at $1.55K in Q1 2023.
  • 426 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.