Advisor OS’s PPL Corp PPL Stock Holding History

Advisor OS’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,741	Closed	-$201K	–	620
2025 Q4	$201K	Sell	5,741 -229	-4%	-$8.26K	0.02%	482
2025 Q3	$222K	Buy	+5,970	New	+$214K	0.02%	427
2025 Q2	–	Sell	-5,667	Closed	-$205K	–	475
2025 Q1	$205K	Buy	+5,667	New	+$192K	0.02%	403

Other funds holding PPL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's PPL Position: Q1 2026 in Review

Advisor OS sold out of PPL Corp (PPL) in Q1 2026, closing a stake of 5,741 shares — an estimated $201K sold.

Advisor OS first reported a position in PPL in Q1 2025 and held it in 3 quarters. The position peaked at $222K in Q3 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

Advisor OS reported no remaining PPL Corp position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 5,741 PPL Corp shares in Q1 2026, an estimated $201K.
Advisor OS first reported a position in PPL Corp in Q1 2025 and held it in 3 quarters.
Advisor OS's PPL Corp position peaked at $222K in Q3 2025.
988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.