Creative Planning
PPLI

Creative Planning’s People Inc PPLI Stock Holding History

Creative Planning’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 		$1.97M Buy
49,111
+41,269
+526% +$1.56M ﹤0.01% 1898
2025
Q4 		$307K Sell
7,842
-1,658
-17% -$58.1K ﹤0.01% 3224
2025
Q3 		$324K Sell
9,500
-2,119
-18% -$79.1K ﹤0.01% 3079
2025
Q2 		$434K Sell
11,619
-1,394
-11% -$50.4K ﹤0.01% 2592
2025
Q1 		$490K Buy
13,013
+1,452
+13% +$53K ﹤0.01% 2308
2024
Q4 		$409K Sell
11,561
-5,968
-34% -$239K ﹤0.01% 2411
2024
Q3 		$774K Buy
17,529
+6,272
+56% +$261K ﹤0.01% 1728
2024
Q2 		$433K Sell
11,257
-1,310
-10% -$54.1K ﹤0.01% 2055
2024
Q1 		$550K Buy
12,567
+7,306
+139% +$315K ﹤0.01% 1792
2023
Q4 		$226K Sell
5,261
-455
-8% -$17.8K ﹤0.01% 2320
2023
Q3 		$236K Sell
5,716
-540
-9% -$26.2K ﹤0.01% 2116
2023
Q2 		$322K Sell
6,256
-58
-0.9% -$2.66K ﹤0.01% 1854
2023
Q1 		$267K Buy
6,314
+699
+12% +$29.9K ﹤0.01% 1900
2022
Q4 		$205K Buy
5,615
+1,107
+25% +$43.8K ﹤0.01% 2005
2022
Q3 		$205K Buy
4,508
+573
+15% +$32.3K ﹤0.01% 1901
2022
Q2 		$245K Buy
3,935
+580
+17% +$40.9K ﹤0.01% 1747
2022
Q1 		$276K Buy
3,355
+616
+22% +$59.9K ﹤0.01% 1684
2021
Q4 		$294K Sell
2,739
-254
-8% -$28.6K ﹤0.01% 1633
2021
Q3 		$320K Sell
2,993
-83
-3% -$9.15K ﹤0.01% 1549
2021
Q2 		$389K Sell
3,076
-1,383
-31% -$179K ﹤0.01% 1411
2021
Q1 		$527K Buy
4,459
+124
+3% +$15.4K ﹤0.01% 1408
2020
Q4 		$448K Buy
4,335
+678
+19% +$52K ﹤0.01% 1382
2020
Q3 		$239K Sell
3,657
-6,057
-62% -$415K ﹤0.01% 1572
2020
Q2 		$562K Sell
9,714
-973
-9% -$43.2K ﹤0.01% 974
2020
Q1 		$342K Sell
10,687
-3,570
-25% -$141K ﹤0.01% 1124
2019
Q4 		$635K Buy
14,257
+526
+4% +$21.2K ﹤0.01% 988
2019
Q3 		$535K Sell
13,731
-571
-4% -$24.4K ﹤0.01% 1024
2019
Q2 		$556K Buy
14,302
+1,466
+11% +$58.5K ﹤0.01% 1019
2019
Q1 		$482K Sell
12,836
-1,634
-11% -$60.5K ﹤0.01% 1045
2018
Q4 		$473K Sell
14,470
-626
-4% -$21K ﹤0.01% 991
2018
Q3 		$585K Sell
15,096
-202
-1% -$6.56K ﹤0.01% 999
2018
Q2 		$417K Buy
15,298
+778
+5% +$21.3K ﹤0.01% 1170
2018
Q1 		$406K Buy
14,520
+4,420
+44% +$116K ﹤0.01% 1187
2017
Q4 		$221K Buy
+10,100
New +$226K ﹤0.01% 1540
2017
Q3 		– Sell
-9,171
Closed -$169K – 2720
2017
Q2 		$169K Sell
9,171
-268
-3% -$4.55K ﹤0.01% 1619
2017
Q1 		$124K Buy
9,439
+56
+0.6% +$728 ﹤0.01% 1821
2016
Q4 		$109K Buy
9,383
+811
+9% +$9.5K ﹤0.01% 1811
2016
Q3 		$96K Buy
8,572
+3,491
+69% +$36.8K ﹤0.01% 1870
2016
Q2 		$51K Sell
5,081
-1,018
-17% -$9.43K ﹤0.01% 2121
2016
Q1 		$51K Sell
6,099
-9,014
-60% -$77.6K ﹤0.01% 2091
2015
Q4 		$162K Buy
15,113
+1,908
+14% +$22.1K ﹤0.01% 1331
2015
Q3 		$154K Buy
+13,205
New +$175K ﹤0.01% 1334
2015
Q2 		– Sell
-10,704
Closed -$129K – 1946
2015
Q1 		$129K Sell
10,704
-145
-1% -$1.68K ﹤0.01% 1434
2014
Q4 		$118K Buy
+10,849
New +$123K ﹤0.01% 1458
2013
Q3 		– Sell
-3,833
Closed -$33K – 3272
2013
Q2 		$33K Buy
+3,833
New +$32.7K ﹤0.01% 1618

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

Creative Planning's PPLI Position: Q1 2026 in Review

Creative Planning increased its People Inc (PPLI) stake by 526% in Q1 2026, buying an estimated $1.56M and bringing the position to 49,111 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Creative Planning first reported a position in PPLI in Q2 2013 and has held it in 45 quarters since. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Creative Planning held 49,111 shares of People Inc worth $1.97M as of Q1 2026.
  • Creative Planning bought 41,269 People Inc shares in Q1 2026, an estimated $1.56M.
  • People Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1898 holding.
  • Creative Planning first reported a position in People Inc in Q2 2013 and has held it in 45 quarters since.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.