Chemistry Wealth Management
PPLI icon

Chemistry Wealth Management’s People Inc PPLI Stock Holding History

Chemistry 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
Q3 		$616K Sell
14,684
-576
-4% -$23.7K 0.1% 121
2026
Q2 		$704K Buy
15,260
+91
+0.6% +$3.88K 0.11% 111
2026
Q1 		$607K Sell
15,169
-2,098
-12% -$79.6K 0.11% 108
2025
Q4 		$675K Sell
17,267
-2,706
-14% -$94.8K 0.13% 103
2025
Q3 		$680K Sell
19,973
-3,684
-16% -$137K 0.13% 99
2025
Q2 		$883K Sell
23,657
-5,442
-19% -$197K 0.19% 80
2025
Q1 		$1.1M Buy
29,099
+12,468
+75% +$455K 0.26% 64
2024
Q4 		$589K Sell
16,631
-10,682
-39% -$428K 0.14% 91
2024
Q3 		$1.21M Buy
27,313
+2,236
+9% +$93.1K 0.29% 62
2024
Q2 		$964K Buy
25,077
+2,476
+11% +$102K 0.25% 63
2024
Q1 		$989K Buy
22,601
+4,813
+27% +$208K 0.27% 62
2023
Q4 		$764K Buy
17,788
+2,249
+14% +$88.1K 0.23% 76
2023
Q3 		$642K Buy
15,539
+3,061
+25% +$149K 0.21% 75
2023
Q2 		$643K Buy
12,478
+883
+8% +$40.4K 0.21% 76
2023
Q1 		$491K Buy
11,595
+5,078
+78% +$217K 0.17% 90
2022
Q4 		$237K Sell
6,517
-1,437
-18% -$56.8K 0.09% 122
2022
Q3 		$361K Buy
7,954
+1,476
+23% +$83.1K 0.14% 101
2022
Q2 		$404K Buy
6,478
+3,912
+152% +$276K 0.15% 101
2022
Q1 		$211K Buy
+2,566
New +$249K 0.07% 131

Other funds holding PPLI

Helikon Investments
Helikon Investments London, United Kingdom $3.52B AUM 36.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Patient Capital Management
Patient Capital Management Baltimore, Maryland $3.15B AUM 29.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Chemistry Wealth Management's PPLI Position: Q3 2026 in Review

Chemistry Wealth Management reduced its People Inc (PPLI) stake by 3.8% in Q3 2026, selling an estimated $23.7K and leaving 14,684 shares worth $616K. The position accounts for 0.1% of the portfolio, ranked #121.

Chemistry Wealth Management first reported a position in PPLI in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.21M in Q3 2024. 262 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

  • Chemistry Wealth Management held 14,684 shares of People Inc worth $616K as of Q3 2026.
  • Chemistry Wealth Management sold 576 People Inc shares in Q3 2026, an estimated $23.7K.
  • People Inc made up 0.1% of Chemistry Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Chemistry Wealth Management first reported a position in People Inc in Q1 2022 and has held it in 19 quarters since.
  • Chemistry Wealth Management's People Inc position peaked at $1.21M in Q3 2024.
  • 262 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

Based on Chemistry Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.