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Heartwood Wealth Advisors’s Planet Fitness PLNT Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-6
Closed -$623 – 494
2025
Q3 		$623 Buy
+6
New +$638 ﹤0.01% 584

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Heartwood Wealth Advisors's PLNT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Planet Fitness (PLNT) in Q4 2025, closing a stake of 6 shares — an estimated $623 sold.

Heartwood Wealth Advisors first reported a position in PLNT in Q3 2025 and held it in 1 quarter. The position peaked at $623 in Q3 2025. 436 funds tracked by Wall St. Rank hold PLNT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Planet Fitness position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6 Planet Fitness shares in Q4 2025, an estimated $623.
  • Heartwood Wealth Advisors first reported a position in Planet Fitness in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Planet Fitness position peaked at $623 in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Planet Fitness as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.