Corient Private Wealth

Corient Private Wealth’s PPL Corp PPL Stock Holding History

Corient Private Wealth’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.6M	Sell	330,855 -107,956	-25%	-$3.98M	0.02%	536
2025 Q4	$15.3M	Buy	438,811 +211,855	+93%	+$7.64M	0.01%	635
2025 Q3	$8.43M	Sell	226,956 -8,484	-4%	-$305K	0.01%	557
2025 Q2	$7.98M	Sell	235,440 -10,033	-4%	-$349K	0.01%	573
2025 Q1	$8.86M	Sell	245,473 -28,989	-11%	-$983K	0.01%	542
2024 Q4	$8.91M	Sell	274,462 -21,066	-7%	-$694K	0.01%	543
2024 Q3	$9.78M	Buy	295,528 +32,361	+12%	+$990K	0.02%	571
2024 Q2	$7.28M	Buy	263,167 +19,425	+8%	+$545K	0.01%	602
2024 Q1	$6.71M	Buy	243,742 +33,069	+16%	+$880K	0.01%	626
2023 Q4	$5.71M	Sell	210,673 -25,445	-11%	-$645K	0.01%	671
2023 Q3	$5.57M	Buy	236,118 +7,463	+3%	+$193K	0.01%	620
2023 Q2	$6.05M	Sell	228,655 -22,094	-9%	-$609K	0.01%	580
2023 Q1	$6.97M	Buy	250,749 +26,387	+12%	+$747K	0.02%	500
2022 Q4	$6.56M	Buy	+224,362	New	+$6.17M	0.02%	437

Other funds holding PPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return