Corient Private Wealth
PPLI

Corient Private Wealth’s People Inc PPLI Stock Holding History

Corient Private Wealth’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 		$1.08M Buy
23,414
+5,649
+32% +$241K ﹤0.01% 1761
2026
Q1 		$660K Buy
17,765
+1,689
+11% +$64K ﹤0.01% 1876
2025
Q4 		$629K Buy
16,076
+6,292
+64% +$220K ﹤0.01% 1746
2025
Q3 		$333K Sell
9,784
-1,006
-9% -$37.5K ﹤0.01% 2062
2025
Q2 		$403K Sell
10,790
-4,516
-30% -$163K ﹤0.01% 1820
2025
Q1 		$577K Buy
15,306
+3,300
+27% +$120K ﹤0.01% 1531
2024
Q4 		$425K Sell
12,006
-39,251
-77% -$1.57M ﹤0.01% 1706
2024
Q3 		$2.26M Buy
51,257
+33,585
+190% +$1.4M ﹤0.01% 1039
2024
Q2 		$679K Sell
17,672
-4,060
-19% -$168K ﹤0.01% 1488
2024
Q1 		$951K Buy
21,732
+8,143
+60% +$352K ﹤0.01% 1327
2023
Q4 		$584K Sell
13,589
-8,402
-38% -$329K ﹤0.01% 1534
2023
Q3 		$909K Buy
21,991
+3,560
+19% +$173K ﹤0.01% 1228
2023
Q2 		$950K Sell
18,431
-57,253
-76% -$2.62M ﹤0.01% 1177
2023
Q1 		$3.2M Buy
+75,684
New +$3.24M 0.01% 707

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
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

Corient Private Wealth's PPLI Position: Q2 2026 in Review

Corient Private Wealth increased its People Inc (PPLI) stake by 32% in Q2 2026, buying an estimated $241K and bringing the position to 23,414 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Corient Private Wealth first reported a position in PPLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.2M in Q1 2023. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Corient Private Wealth held 23,414 shares of People Inc worth $1.08M as of Q2 2026.
  • Corient Private Wealth bought 5,649 People Inc shares in Q2 2026, an estimated $241K.
  • People Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1761 holding.
  • Corient Private Wealth first reported a position in People Inc in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's People Inc position peaked at $3.2M in Q1 2023.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.