API
PPLI

Asset Planning Inc’s People Inc PPLI Stock Holding History

Asset Planning Inc’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360 Hold
9
– – ﹤0.01% 292
2025
Q4 		$352 Hold
9
– – ﹤0.01% 288
2025
Q3 		$307 Hold
9
– – ﹤0.01% 287
2025
Q2 		$336 Sell
9
-2
-18% -$72 ﹤0.01% 283
2025
Q1 		$413 Hold
11
– – ﹤0.01% 294
2024
Q4 		$388 Buy
+11
New +$441 ﹤0.01% 309

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Asset Planning Inc's PPLI Position: Q1 2026 in Review

Asset Planning Inc held its People Inc (PPLI) position steady in Q1 2026 at 9 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Asset Planning Inc first reported a position in PPLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $413 in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Asset Planning Inc held 9 shares of People Inc worth $360 as of Q1 2026.
  • Asset Planning Inc left its People Inc share count unchanged in Q1 2026.
  • People Inc made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #292 holding.
  • Asset Planning Inc first reported a position in People Inc in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's People Inc position peaked at $413 in Q1 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.