Clearstead Advisors’s Planet Labs PL Stock Holding History

Clearstead Advisors’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 Q2	$8.45K	Buy	255 +40	+19%	+$1.48K	﹤0.01%	2036
2026 Q1	$6.01K	Buy	+215	New	+$5.5K	﹤0.01%	1709
2025 Q4	–	Sell	-145	Closed	-$1.88K	–	3139
2025 Q3	$1.88K	Buy	+145	New	+$1.12K	﹤0.01%	2463
2023 Q3	–	Sell	-11,167	Closed	-$36K	–	1552
2023 Q2	$36K	Hold	11,167	–	–	﹤0.01%	791
2023 Q1	$43.9K	Sell	11,167 -11,167	-50%	-$50K	﹤0.01%	691
2022 Q4	$97.2K	Hold	22,334	–	–	0.01%	501
2022 Q3	$121K	Hold	22,334	–	–	0.01%	443
2022 Q2	$97K	Hold	22,334	–	–	0.01%	506
2022 Q1	$113K	Buy	+22,334	New	+$123K	0.01%	525

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's PL Position: Q2 2026 in Review

Clearstead Advisors increased its Planet Labs (PL) stake by 19% in Q2 2026, buying an estimated $1.48K and bringing the position to 255 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Clearstead Advisors first reported a position in PL in Q1 2022 and has held it in 9 quarters since. The position peaked at $121K in Q3 2022. 226 funds tracked by Wall St. Rank hold PL as of Q2 2026.

Clearstead Advisors held 255 shares of Planet Labs worth $8.45K as of Q2 2026.
Clearstead Advisors bought 40 Planet Labs shares in Q2 2026, an estimated $1.48K.
Planet Labs made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2036 holding.
Clearstead Advisors first reported a position in Planet Labs in Q1 2022 and has held it in 9 quarters since.
Clearstead Advisors's Planet Labs position peaked at $121K in Q3 2022.
226 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.