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Total Wealth Planning & Management’s Planet Labs PL Stock Holding History

Total Wealth Planning & 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 		$296K Buy
+8,920
New +$330K 0.2% 170

Other funds holding PL

AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Total Wealth Planning & Management's PL Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Planet Labs (PL) in Q2 2026: 8,920 shares worth $296K. The stake represents 0.2% of the portfolio and ranks #170 among its holdings.

481 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Total Wealth Planning & Management held 8,920 shares of Planet Labs worth $296K as of Q2 2026.
  • Planet Labs was a new Total Wealth Planning & Management position in Q2 2026.
  • Planet Labs made up 0.2% of Total Wealth Planning & Management's portfolio in Q2 2026, its #170 holding.
  • 481 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.