Carson Wealth (CWM LLC)’s Planet Labs PL Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$513K	Buy	18,345 +2,966	+19%	+$75.8K	﹤0.01%	2001
2025 Q4	$303K	Buy	15,379 +6,103	+66%	+$87.5K	﹤0.01%	2250
2025 Q3	$120K	Buy	9,276 +5,241	+130%	+$40.4K	﹤0.01%	2836
2025 Q2	$25K	Sell	4,035 -3,982	-50%	-$16.3K	﹤0.01%	3774
2025 Q1	$27K	Buy	8,017 +2,476	+45%	+$11.6K	﹤0.01%	3471
2024 Q4	$22K	Buy	5,541 +2,314	+72%	+$7.18K	﹤0.01%	3376
2024 Q3	$7K	Buy	3,227 +1,504	+87%	+$3.34K	﹤0.01%	3959
2024 Q2	$3K	Buy	1,723 +708	+70%	+$1.36K	﹤0.01%	4113
2024 Q1	$3K	Buy	1,015 +521	+105%	+$1.18K	﹤0.01%	3876
2023 Q4	$1K	Hold	494	–	–	﹤0.01%	4010
2023 Q3	$1K	Hold	494	–	–	﹤0.01%	4044
2023 Q2	$2K	Hold	494	–	–	﹤0.01%	3832
2023 Q1	$2K	Hold	494	–	–	﹤0.01%	3686
2022 Q4	$2K	Hold	494	–	–	﹤0.01%	3612
2022 Q3	$3K	Hold	494	–	–	﹤0.01%	3347
2022 Q2	$2K	Buy	+494	New	+$2.55K	﹤0.01%	3386
2022 Q1	–	Sell	-494	Closed	-$3K	–	3794
2021 Q4	$3K	Buy	+494	New	+$4.68K	﹤0.01%	3015

Other funds holding PL

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Planet Labs (PL) stake by 19% in Q1 2026, buying an estimated $75.8K and bringing the position to 18,345 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Carson Wealth (CWM LLC) first reported a position in PL in Q4 2021 and has held it in 17 quarters since. 420 funds tracked by Wall St. Rank hold PL as of Q1 2026.

Carson Wealth (CWM LLC) held 18,345 shares of Planet Labs worth $513K as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,966 Planet Labs shares in Q1 2026, an estimated $75.8K.
Planet Labs made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2001 holding.
Carson Wealth (CWM LLC) first reported a position in Planet Labs in Q4 2021 and has held it in 17 quarters since.
420 funds tracked by Wall St. Rank held Planet Labs as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.