PLNT — PLANET FITNESS INC

Ownership history in BAKER TILLY WEALTH MANAGEMENT, LLC  ·  11 quarters on record

AI Ownership Summary

BAKER TILLY WEALTH MANAGEMENT, LLC reported PLANET FITNESS INC (PLNT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows PLNT at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAKER TILLY WEALTH MANAGEMENT, LLC's position in PLANET FITNESS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLNT was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLNT stock page BAKER TILLY WEALTH MANAGEMENT, LLC fund profile BAKER TILLY WEALTH MANAGEMENT, LLC full holdings
How BAKER TILLY WEALTH MANAGEMENT, LLC held PLNT — position size vs. price
% of Fund (quarterly)    PLNT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,719 -505 -15.7% 0.05% $202K 2026-04-10 $70.40
2025 Q4 REDUCED 3,224 -1 -0.0% 0.09% $350K 2026-01-08 $105.76
2025 Q3 ADDED 3,225 +8 +0.2% 0.08% $335K 2025-10-09 $94.27
2025 Q2 UNCHANGED 3,217 — 0% 0.13% $351K 2025-07-10 $108.28
2025 Q1 REDUCED 3,217 -475 -12.9% 0.12% $311K 2025-04-09 $94.58
2024 Q4 UNCHANGED 3,692 — 0% 0.14% $365K 2025-01-10 $101.43
2024 Q3 REDUCED 3,692 -250 -6.3% 0.13% $300K 2024-10-24 $79.01
2024 Q2 UNCHANGED 3,942 — 0% 0.12% $290K 2024-07-18 $76.75
2024 Q1 REDUCED 3,942 -1,550 -28.2% 0.04% $247K 2024-05-09 $65.32
2023 Q4 ADDED 5,492 +3,214 +141.1% 0.07% $401K 2024-01-10 $73.95
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLNT

As of 2026 Q1 — sorted by position size

Oak Thistle LLC 3Y 0.38% Bayforest Capital Ltd 0.09% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.02% OP Asset Management Ltd 0.01% GAMMA Investing LLC 0.01% True Wealth Design, LLC 3Y 0.01% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About BAKER TILLY WEALTH MANAGEMENT, LLC and PLNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAKER TILLY WEALTH MANAGEMENT, LLC reported owning PLNT?

BAKER TILLY WEALTH MANAGEMENT, LLC reported PLNT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PLNT position in BAKER TILLY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for PLNT was 0.14% in 2024 Q4.

What is the latest reported PLNT position on this page?

The most recent filing on this page is 2026 Q1, when BAKER TILLY WEALTH MANAGEMENT, LLC reported 2,719 shares, equal to 0.05% of portfolio, with an estimated market value of $202K.

What does the chart on this PLNT ownership page compare?

The chart compares BAKER TILLY WEALTH MANAGEMENT, LLC's quarterly PLNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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