Integrated Wealth Concepts’s Planet Labs PL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.53M Sell
46,045
-13,904
-23% -$514K 0.01% 974
2026
Q1
$1.68M Sell
59,949
-5,154
-8% -$132K 0.01% 833
2025
Q4
$1.28M Sell
65,103
-1,206
-2% -$17.3K 0.02% 677
2025
Q3
$861K Sell
66,309
-3,793
-5% -$29.3K 0.01% 1065
2025
Q2
$428K Buy
70,102
+14,302
+26% +$58.4K ﹤0.01% 1363
2025
Q1
$189K Buy
+55,800
New +$261K ﹤0.01% 1637

Other funds holding PL

Integrated Wealth Concepts's PL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Planet Labs (PL) stake by 23% in Q2 2026, selling an estimated $514K and leaving 46,045 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #974.

Integrated Wealth Concepts first reported a position in PL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q1 2026. 484 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Integrated Wealth Concepts held 46,045 shares of Planet Labs worth $1.53M as of Q2 2026.
  • Integrated Wealth Concepts sold 13,904 Planet Labs shares in Q2 2026, an estimated $514K.
  • Planet Labs made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #974 holding.
  • Integrated Wealth Concepts first reported a position in Planet Labs in Q1 2025 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Planet Labs position peaked at $1.68M in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.