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Mount Yale Investment Advisors’s Planet Fitness PLNT Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-487
Closed -$53.1K – 1354
2025
Q2 		$53.1K Buy
+487
New +$48.8K ﹤0.01% 800

Other funds holding PLNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 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 $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Mount Yale Investment Advisors's PLNT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Planet Fitness (PLNT) in Q3 2025, closing a stake of 487 shares — an estimated $53.1K sold.

Mount Yale Investment Advisors first reported a position in PLNT in Q2 2025 and held it in 1 quarter. The position peaked at $53.1K in Q2 2025. 409 funds tracked by Wall St. Rank hold PLNT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Planet Fitness position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 487 Planet Fitness shares in Q3 2025, an estimated $53.1K.
  • Mount Yale Investment Advisors first reported a position in Planet Fitness in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Planet Fitness position peaked at $53.1K in Q2 2025.
  • 409 funds tracked by Wall St. Rank held Planet Fitness as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.