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
Q2 		$415 Hold
9
– – ﹤0.01% 327
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 $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Asset Planning Inc's PPLI Position: Q2 2026 in Review

Asset Planning Inc held its People Inc (PPLI) position steady in Q2 2026 at 9 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Asset Planning Inc first reported a position in PPLI in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Asset Planning Inc held 9 shares of People Inc worth $415 as of Q2 2026.
  • Asset Planning Inc left its People Inc share count unchanged in Q2 2026.
  • People Inc made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #327 holding.
  • Asset Planning Inc first reported a position in People Inc in Q4 2024 and has held it in 7 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.