CPM
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Connective Portfolio Management’s Planet Labs PL Stock Holding History

Connective Portfolio Management’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 		$497K Sell
15,000
-9,000
-38% -$333K 0.83% 38
2026
Q1 		$671K Sell
24,000
-56,000
-70% -$1.43M 1.82% 18
2025
Q4 		$1.58M Buy
+80,000
New +$1.15M 2.84% 13

Other funds holding PL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Connective Portfolio Management's PL Position: Q2 2026 in Review

Connective Portfolio Management reduced its Planet Labs (PL) stake by 38% in Q2 2026, selling an estimated $333K and leaving 15,000 shares worth $497K. The position accounts for 0.83% of the portfolio, ranked #38.

Connective Portfolio Management first reported a position in PL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q4 2025. 48 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Connective Portfolio Management held 15,000 shares of Planet Labs worth $497K as of Q2 2026.
  • Connective Portfolio Management sold 9,000 Planet Labs shares in Q2 2026, an estimated $333K.
  • Planet Labs made up 0.83% of Connective Portfolio Management's portfolio in Q2 2026, its #38 holding.
  • Connective Portfolio Management first reported a position in Planet Labs in Q4 2025 and has held it in 3 quarters since.
  • Connective Portfolio Management's Planet Labs position peaked at $1.58M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.