BCWM
PPLI

Bartlett & Co Wealth Management’s People Inc PPLI Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-1,250
Closed -$48.9K – 1325
2025
Q4 		$48.9K Hold
1,250
– – ﹤0.01% 674
2025
Q3 		$42.6K Hold
1,250
– – ﹤0.01% 696
2025
Q2 		$46.7K Sell
1,250
-274
-18% -$9.9K ﹤0.01% 664
2025
Q1 		$57.4K Sell
1,524
-524
-26% -$19.1K ﹤0.01% 626
2024
Q4 		$72.5K Hold
2,048
– – ﹤0.01% 580
2024
Q3 		$90.4K Sell
2,048
-823
-29% -$34.3K ﹤0.01% 558
2024
Q2 		$110K Hold
2,871
– – ﹤0.01% 531
2024
Q1 		$126K Sell
2,871
-244
-8% -$10.5K ﹤0.01% 520
2023
Q4 		$136K Sell
3,115
-121
-4% -$4.74K ﹤0.01% 533
2023
Q3 		$134K Sell
3,236
-336
-9% -$16.3K ﹤0.01% 503
2023
Q2 		$184K Buy
+3,572
New +$164K ﹤0.01% 464
2022
Q2 		– Sell
-26
Closed -$2.11K – 1315
2022
Q1 		$2.11K Buy
+26
New +$2.53K ﹤0.01% 996
2021
Q4 		– Sell
-26
Closed -$2.74K – 618
2021
Q3 		$2.74K Hold
26
– – ﹤0.01% 838
2021
Q2 		$3.24K Sell
26
-12
-32% -$1.55K ﹤0.01% 803
2021
Q1 		$4.54K Hold
38
– – ﹤0.01% 797
2020
Q4 		$3.98K Buy
+38
New +$2.91K ﹤0.01% 826
2019
Q4 		– Sell
-476
Closed -$16.1K – 873
2019
Q3 		$16.1K Buy
+476
New +$20.3K ﹤0.01% 684

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

Bartlett & Co Wealth Management's PPLI Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of People Inc (PPLI) in Q1 2026, closing a stake of 1,250 shares — an estimated $48.9K sold.

Bartlett & Co Wealth Management first reported a position in PPLI in Q3 2019 and held it in 17 quarters. The position peaked at $184K in Q2 2023. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,250 People Inc shares in Q1 2026, an estimated $48.9K.
  • Bartlett & Co Wealth Management first reported a position in People Inc in Q3 2019 and held it in 17 quarters.
  • Bartlett & Co Wealth Management's People Inc position peaked at $184K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.