Nvest Wealth Strategies’s Planet Labs PL Stock Holding History

Nvest Wealth Strategies’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
2026 Q2	$3.31K	Hold	100	–	–	﹤0.01%	170
2026 Q1	$2.79K	Hold	100	–	–	﹤0.01%	173
2025 Q4	$1.97K	Buy	+100	New	+$1.43K	﹤0.01%	182

Other funds holding PL

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nvest Wealth Strategies's PL Position: Q2 2026 in Review

Nvest Wealth Strategies held its Planet Labs (PL) position steady in Q2 2026 at 100 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Nvest Wealth Strategies first reported a position in PL in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold PL as of Q2 2026.

Nvest Wealth Strategies held 100 shares of Planet Labs worth $3.31K as of Q2 2026.
Nvest Wealth Strategies left its Planet Labs share count unchanged in Q2 2026.
Planet Labs made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #170 holding.
Nvest Wealth Strategies first reported a position in Planet Labs in Q4 2025 and has held it in 3 quarters since.
209 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.