Concord Wealth Partners’s Planet Fitness PLNT Stock Holding History

Concord Wealth Partners’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 Q2	$3.29K	Buy	+63	New	+$3.7K	﹤0.01%	708
2026 Q1	–	Sell	-63	Closed	-$6.83K	–	631
2025 Q4	$6.83K	Hold	63	–	–	﹤0.01%	579
2025 Q3	$6.54K	Hold	63	–	–	﹤0.01%	583
2025 Q2	$6.87K	Hold	63	–	–	﹤0.01%	592
2025 Q1	$6.09K	Hold	63	–	–	﹤0.01%	561
2024 Q4	$6.23K	Hold	63	–	–	﹤0.01%	577
2024 Q3	$5.12K	Hold	63	–	–	﹤0.01%	628
2024 Q2	$4.64K	Hold	63	–	–	﹤0.01%	582
2024 Q1	$3.95K	Hold	63	–	–	﹤0.01%	685
2023 Q4	$4.6K	Hold	63	–	–	﹤0.01%	645
2023 Q3	$3.1K	Hold	63	–	–	﹤0.01%	796
2023 Q2	$4.25K	Hold	63	–	–	﹤0.01%	738
2023 Q1	$4.89K	Hold	63	–	–	﹤0.01%	673
2022 Q4	$4.96K	Buy	+63	New	+$4.4K	﹤0.01%	767
2022 Q3	–	Sell	-63	Closed	-$4K	–	861
2022 Q2	$4K	Hold	63	–	–	﹤0.01%	886
2022 Q1	$5K	Hold	63	–	–	﹤0.01%	917
2021 Q4	$6K	Hold	63	–	–	﹤0.01%	911
2021 Q3	$5K	Hold	63	–	–	﹤0.01%	594
2021 Q2	$5K	Hold	63	–	–	﹤0.01%	740
2021 Q1	$5K	Hold	63	–	–	﹤0.01%	676
2020 Q4	$5K	Buy	+63	New	+$4.41K	﹤0.01%	421

Other funds holding PLNT

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Concord Wealth Partners's PLNT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Planet Fitness (PLNT) in Q2 2026: 63 shares worth $3.29K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PLNT as recently as Q4 2025.

Concord Wealth Partners first reported a position in PLNT in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.87K in Q2 2025. 424 funds tracked by Wall St. Rank hold PLNT as of Q2 2026.

Concord Wealth Partners held 63 shares of Planet Fitness worth $3.29K as of Q2 2026.
Planet Fitness was a new Concord Wealth Partners position in Q2 2026.
Planet Fitness made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #708 holding.
Concord Wealth Partners first reported a position in Planet Fitness in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Planet Fitness position peaked at $6.87K in Q2 2025.
424 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.