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
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: Q1 2026 in Review

Integrated Wealth Concepts reduced its Planet Labs (PL) stake by 7.9% in Q1 2026, selling an estimated $132K and leaving 59,949 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #833.

Integrated Wealth Concepts first reported a position in PL in Q1 2025 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold PL as of Q1 2026.

  • Integrated Wealth Concepts held 59,949 shares of Planet Labs worth $1.68M as of Q1 2026.
  • Integrated Wealth Concepts sold 5,154 Planet Labs shares in Q1 2026, an estimated $132K.
  • Planet Labs made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #833 holding.
  • Integrated Wealth Concepts first reported a position in Planet Labs in Q1 2025 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held Planet Labs as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.