Compass Financial Management
PLNT icon

Compass Financial Management’s Planet Fitness PLNT Stock Holding History

Compass Financial 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
Q3 		$3K Hold
71
– – ﹤0.01% 1390
2026
Q2 		$3.7K Buy
+71
New +$4.17K ﹤0.01% 1240

Other funds holding PLNT

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Compass Financial Management's PLNT Position: Q3 2026 in Review

Compass Financial Management held its Planet Fitness (PLNT) position steady in Q3 2026 at 71 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Compass Financial Management first reported a position in PLNT in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.7K in Q2 2026. 320 funds tracked by Wall St. Rank hold PLNT as of Q3 2026.

  • Compass Financial Management held 71 shares of Planet Fitness worth $3K as of Q3 2026.
  • Compass Financial Management left its Planet Fitness share count unchanged in Q3 2026.
  • Planet Fitness made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1390 holding.
  • Compass Financial Management first reported a position in Planet Fitness in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Planet Fitness position peaked at $3.7K in Q2 2026.
  • 320 funds tracked by Wall St. Rank held Planet Fitness as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.