CA
PPLI

Clearstead Advisors’s People Inc PPLI Stock Holding History

Clearstead Advisors’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
-7
Closed -$274 – 2531
2025
Q4 		$274 Buy
7
+2
+40% +$70 ﹤0.01% 2387
2025
Q3 		$171 Sell
5
-4
-44% -$149 ﹤0.01% 2880
2025
Q2 		$337 Sell
9
-352
-98% -$12.7K ﹤0.01% 2528
2025
Q1 		$13.6K Buy
+361
New +$13.2K ﹤0.01% 1530
2024
Q3 		– Sell
-285
Closed -$11K – 2071
2024
Q2 		$11K Buy
+285
New +$11.8K ﹤0.01% 1533

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

Clearstead Advisors's PPLI Position: Q1 2026 in Review

Clearstead Advisors sold out of People Inc (PPLI) in Q1 2026, closing a stake of 7 shares — an estimated $274 sold.

Clearstead Advisors first reported a position in PPLI in Q2 2024 and held it in 5 quarters. The position peaked at $13.6K in Q1 2025. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Clearstead Advisors reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 7 People Inc shares in Q1 2026, an estimated $274.
  • Clearstead Advisors first reported a position in People Inc in Q2 2024 and held it in 5 quarters.
  • Clearstead Advisors's People Inc position peaked at $13.6K in Q1 2025.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.