Willow Creek Wealth Management’s Planet Labs PL Stock Holding History

Willow Creek 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
2025 Q3	–	Sell	-400,000	Closed	-$2.44M	–	182
2025 Q2	$2.44M	Hold	400,000	–	–	0.22%	44
2025 Q1	$1.35M	Hold	400,000	–	–	0.13%	58
2024 Q4	$1.62M	Sell	400,000 -7,620	-2%	-$23.7K	0.16%	55
2024 Q3	$909K	Buy	407,620 +134,213	+49%	+$298K	0.1%	66
2024 Q2	$509K	Hold	273,407	–	–	0.06%	81
2024 Q1	$697K	Hold	273,407	–	–	0.08%	72
2023 Q4	$675K	Hold	273,407	–	–	0.08%	69
2023 Q3	$711K	Hold	273,407	–	–	0.11%	67
2023 Q2	$880K	Hold	273,407	–	–	0.12%	61
2023 Q1	$1.07M	Hold	273,407	–	–	0.17%	52
2022 Q4	$1.19M	Hold	273,407	–	–	0.2%	45
2022 Q3	$1.49M	Buy	+273,407	New	+$1.51M	0.29%	46

Other funds holding PL

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return