Synergy Financial Group’s Planet Fitness PLNT Stock Holding History

Synergy Financial Group’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 Q1	–	Sell	-2,640	Closed	-$286K	–	130
2025 Q4	$286K	Hold	2,640	–	–	0.2%	88
2025 Q3	$274K	Sell	2,640 -1	-0%	-$106	0.18%	98
2025 Q2	$288K	Hold	2,641	–	–	0.21%	87
2025 Q1	$255K	Hold	2,641	–	–	0.23%	92
2024 Q4	$261K	Sell	2,641 -553	-17%	-$50.5K	0.22%	81
2024 Q3	$259K	Sell	3,194 -245	-7%	-$19.2K	0.25%	79
2024 Q2	$253K	Hold	3,439	–	–	0.27%	70
2024 Q1	$215K	Sell	3,439 -30	-0.9%	-$2.01K	0.24%	79
2023 Q4	$253K	Buy	+3,469	New	+$213K	0.31%	70
2023 Q3	–	Sell	-3,469	Closed	-$234K	–	81
2023 Q2	$234K	Hold	3,469	–	–	0.32%	71
2023 Q1	$269K	Sell	3,469 -613	-15%	-$49K	0.44%	57
2022 Q4	$322K	Sell	4,082 -847	-17%	-$59.1K	0.64%	45
2022 Q3	$284K	Hold	4,929	–	–	0.43%	64
2022 Q2	$335K	Hold	4,929	–	–	0.53%	58
2022 Q1	$416K	Hold	4,929	–	–	0.44%	58
2021 Q4	$446K	Buy	+4,929	New	+$421K	0.4%	62

Other funds holding PLNT

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Financial Group's PLNT Position: Q1 2026 in Review

Synergy Financial Group sold out of Planet Fitness (PLNT) in Q1 2026, closing a stake of 2,640 shares — an estimated $286K sold.

Synergy Financial Group first reported a position in PLNT in Q4 2021 and held it in 16 quarters. The position peaked at $446K in Q4 2021. 425 funds tracked by Wall St. Rank hold PLNT as of Q1 2026.

Synergy Financial Group reported no remaining Planet Fitness position as of Q1 2026 after selling out during the quarter.
Synergy Financial Group sold 2,640 Planet Fitness shares in Q1 2026, an estimated $286K.
Synergy Financial Group first reported a position in Planet Fitness in Q4 2021 and held it in 16 quarters.
Synergy Financial Group's Planet Fitness position peaked at $446K in Q4 2021.
425 funds tracked by Wall St. Rank held Planet Fitness as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.