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
Q1 		$660K Sell
17,765
-13,380
-43% -$507K ﹤0.01% 1876
2025
Q4 		$1.22M Buy
31,145
+21,361
+218% +$748K ﹤0.01% 1783
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 $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

Corient Private Wealth's PPLI Position: Q1 2026 in Review

Corient Private Wealth reduced its People Inc (PPLI) stake by 43% in Q1 2026, selling an estimated $507K and leaving 17,765 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Corient Private Wealth first reported a position in PPLI in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.2M in Q1 2023. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Corient Private Wealth held 17,765 shares of People Inc worth $660K as of Q1 2026.
  • Corient Private Wealth sold 13,380 People Inc shares in Q1 2026, an estimated $507K.
  • People Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1876 holding.
  • Corient Private Wealth first reported a position in People Inc in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's People Inc position peaked at $3.2M in Q1 2023.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.