CTWM
PPLI

Cherry Tree Wealth Management’s People Inc PPLI Stock Holding History

Cherry Tree 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
2025
Q4 		– Sell
-21
Closed -$716 – 615
2025
Q3 		$716 Hold
21
– – ﹤0.01% 554
2025
Q2 		$785 Sell
21
-5
-19% -$181 ﹤0.01% 566
2025
Q1 		$965 Hold
26
– – ﹤0.01% 681
2024
Q4 		$906 Hold
26
– – ﹤0.01% 582
2024
Q3 		$1.13K Hold
26
– – ﹤0.01% 561
2024
Q2 		$984 Hold
26
– – ﹤0.01% 546
2024
Q1 		$1.12K Hold
26
– – ﹤0.01% 541
2023
Q4 		$1.1K Hold
26
– – ﹤0.01% 538
2023
Q3 		$1.06K Sell
26
-1
-4% -$49 ﹤0.01% 527
2023
Q2 		$1.38K Buy
+27
New +$1.24K ﹤0.01% 520

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Cherry Tree Wealth Management's PPLI Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of People Inc (PPLI) in Q4 2025, closing a stake of 21 shares — an estimated $716 sold.

Cherry Tree Wealth Management first reported a position in PPLI in Q2 2023 and held it in 10 quarters. The position peaked at $1.38K in Q2 2023. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining People Inc position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 21 People Inc shares in Q4 2025, an estimated $716.
  • Cherry Tree Wealth Management first reported a position in People Inc in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's People Inc position peaked at $1.38K in Q2 2023.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.