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Forum Financial Management’s Planet Fitness PLNT Stock Holding History

Forum 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
Q1 		– Sell
-1,901
Closed -$206K – 809
2025
Q4 		$206K Sell
1,901
-124
-6% -$12.8K ﹤0.01% 958
2025
Q3 		$210K Buy
2,025
+1
+0% +$106 ﹤0.01% 943
2025
Q2 		$221K Buy
+2,024
New +$203K ﹤0.01% 851

Other funds holding PLNT

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's PLNT Position: Q1 2026 in Review

Forum Financial Management sold out of Planet Fitness (PLNT) in Q1 2026, closing a stake of 1,901 shares — an estimated $206K sold.

Forum Financial Management first reported a position in PLNT in Q2 2025 and held it in 3 quarters. The position peaked at $221K in Q2 2025. 426 funds tracked by Wall St. Rank hold PLNT as of Q1 2026.

  • Forum Financial Management reported no remaining Planet Fitness position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,901 Planet Fitness shares in Q1 2026, an estimated $206K.
  • Forum Financial Management first reported a position in Planet Fitness in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Planet Fitness position peaked at $221K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.