HOWA
PL icon

Heritage Oak Wealth Advisors’s Planet Labs PL Stock Holding History

Heritage Oak Wealth Advisors’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
2025
Q4 		– Sell
-10,000
Closed -$130K – 94
2025
Q3 		$130K Buy
+10,000
New +$77.1K 0.05% 81

Other funds holding PL

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Oak Wealth Advisors's PL Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of Planet Labs (PL) in Q4 2025, closing a stake of 10,000 shares — an estimated $130K sold.

Heritage Oak Wealth Advisors first reported a position in PL in Q3 2025 and held it in 1 quarter. The position peaked at $130K in Q3 2025. 348 funds tracked by Wall St. Rank hold PL as of Q4 2025.

  • Heritage Oak Wealth Advisors reported no remaining Planet Labs position as of Q4 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 10,000 Planet Labs shares in Q4 2025, an estimated $130K.
  • Heritage Oak Wealth Advisors first reported a position in Planet Labs in Q3 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Planet Labs position peaked at $130K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Planet Labs as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.