Caldwell Trust’s People Inc PPLI Stock Holding History

Caldwell Trust’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	$21.9K	Hold	475	–	–	﹤0.01%	597
2026 Q1	$19K	Hold	475	–	–	﹤0.01%	603
2025 Q4	$18.6K	Hold	475	–	–	﹤0.01%	593
2025 Q3	$16.2K	Hold	475	–	–	﹤0.01%	589
2025 Q2	$17.7K	Sell	475 -104	-18%	-$3.76K	﹤0.01%	577
2025 Q1	$21.8K	Hold	579	–	–	﹤0.01%	551
2024 Q4	$20.5K	Hold	579	–	–	﹤0.01%	544
2024 Q3	$25.6K	Hold	579	–	–	﹤0.01%	530
2024 Q2	$22.3K	Hold	579	–	–	﹤0.01%	528
2024 Q1	$25.3K	Hold	579	–	–	﹤0.01%	531
2023 Q4	$24.9K	Hold	579	–	–	﹤0.01%	521
2023 Q3	$23.9K	Hold	579	–	–	﹤0.01%	520
2023 Q2	$29.8K	Hold	579	–	–	﹤0.01%	507
2023 Q1	$24.5K	Hold	579	–	–	﹤0.01%	526
2022 Q4	$21.1K	Hold	579	–	–	﹤0.01%	527
2022 Q3	$26.3K	Hold	579	–	–	﹤0.01%	507
2022 Q2	$36.1K	Hold	579	–	–	0.01%	490
2022 Q1	$47.6K	Sell	579 -27	-4%	-$2.62K	0.01%	467
2021 Q4	$65K	Hold	606	–	–	0.01%	424
2021 Q3	$64.8K	Hold	606	–	–	0.01%	413
2021 Q2	$76.6K	Sell	606 -305	-33%	-$39.5K	0.01%	392
2021 Q1	$108K	Hold	911	–	–	0.02%	337
2020 Q4	$94.1K	Hold	911	–	–	0.01%	343
2020 Q3	$59.5K	Sell	911 -1,909	-68%	-$131K	0.01%	387
2020 Q2	$163K	Hold	2,820	–	–	0.03%	265
2020 Q1	$90.3K	Hold	2,820	–	–	0.02%	334
2019 Q4	$126K	Buy	+2,820	New	+$114K	0.02%	335

Other funds holding PPLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

Caldwell Trust's PPLI Position: Q2 2026 in Review

Caldwell Trust held its People Inc (PPLI) position steady in Q2 2026 at 475 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Caldwell Trust first reported a position in PPLI in Q4 2019 and has held it in 27 quarters since. The position peaked at $163K in Q2 2020. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

Caldwell Trust held 475 shares of People Inc worth $21.9K as of Q2 2026.
Caldwell Trust left its People Inc share count unchanged in Q2 2026.
People Inc made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #597 holding.
Caldwell Trust first reported a position in People Inc in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's People Inc position peaked at $163K in Q2 2020.
341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.