Root Financial Partners
PLNT icon

Root Financial Partners’s Planet Fitness PLNT Stock Holding History

Root Financial Partners’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
2026
Q3 		$36.2K Buy
+857
New +$43.7K ﹤0.01% 1246
2026
Q2 		– Sell
-51
Closed -$3.79K – 2424
2026
Q1 		$3.79K Sell
51
-76
-60% -$6.68K ﹤0.01% 2055
2025
Q4 		$13.8K Buy
127
+14
+12% +$1.44K ﹤0.01% 1360
2025
Q3 		$11.7K Buy
+113
New +$12K ﹤0.01% 1385

Other funds holding PLNT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's PLNT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Planet Fitness (PLNT) in Q3 2026: 857 shares worth $36.2K. The stake represents ﹤0.01% of the portfolio and ranks #1246 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PLNT as recently as Q1 2026.

Root Financial Partners first reported a position in PLNT in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold PLNT as of Q3 2026.

  • Root Financial Partners held 857 shares of Planet Fitness worth $36.2K as of Q3 2026.
  • Planet Fitness was a new Root Financial Partners position in Q3 2026.
  • Planet Fitness made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1246 holding.
  • Root Financial Partners first reported a position in Planet Fitness in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Planet Fitness as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.