PGWM
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Parisi Gray Wealth Management’s Planet Labs PL Stock Holding History

Parisi Gray Wealth Management’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 		$402K Buy
12,131
+2,027
+20% +$74.9K 0.08% 105
2026
Q1 		$282K Buy
+10,104
New +$258K 0.07% 114

Other funds holding PL

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CPM
Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Parisi Gray Wealth Management's PL Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its Planet Labs (PL) stake by 20% in Q2 2026, buying an estimated $74.9K and bringing the position to 12,131 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #105.

Parisi Gray Wealth Management first reported a position in PL in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Parisi Gray Wealth Management held 12,131 shares of Planet Labs worth $402K as of Q2 2026.
  • Parisi Gray Wealth Management bought 2,027 Planet Labs shares in Q2 2026, an estimated $74.9K.
  • Planet Labs made up 0.08% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Parisi Gray Wealth Management first reported a position in Planet Labs in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.