EWA
PPLI

EverSource Wealth Advisors’s People Inc PPLI Stock Holding History

EverSource Wealth 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
Q2 		$71.1K Sell
1,540
-67
-4% -$2.86K ﹤0.01% 1562
2026
Q1 		$64.3K Buy
1,607
+1,138
+243% +$43.2K ﹤0.01% 1717
2025
Q4 		$18.3K Buy
469
+27
+6% +$946 ﹤0.01% 2444
2025
Q3 		$15.1K Sell
442
-420
-49% -$15.7K ﹤0.01% 2562
2025
Q2 		$32.2K Sell
862
-195
-18% -$7.05K ﹤0.01% 1930
2025
Q1 		$39.8K Buy
1,057
+1,018
+2,610% +$37.1K ﹤0.01% 1346
2024
Q4 		$1.38K Sell
39
-123
-76% -$4.93K ﹤0.01% 2857
2024
Q3 		$7.16K Sell
162
-333
-67% -$13.9K ﹤0.01% 2056
2024
Q2 		$21.4K Buy
495
+26
+6% +$1.07K ﹤0.01% 1470
2024
Q1 		$18.3K Sell
469
-421
-47% -$18.2K ﹤0.01% 1403
2023
Q4 		$38.2K Sell
890
-6
-0.7% -$235 ﹤0.01% 1002
2023
Q3 		$37K Sell
896
-256
-22% -$12.4K ﹤0.01% 925
2023
Q2 		$59.3K Sell
1,152
-411
-26% -$18.8K 0.01% 769
2023
Q1 		$66.2K Sell
1,563
-177
-10% -$7.58K 0.01% 680
2022
Q4 		$63.4K Buy
+1,740
New +$68.8K 0.01% 655
2022
Q3 		– Sell
-52
Closed -$3K – 2034
2022
Q2 		$3K Buy
+52
New +$3.67K ﹤0.01% 1400
2022
Q1 		– Sell
-37
Closed -$4K – 1771
2021
Q4 		$4K Buy
+37
New +$4.17K ﹤0.01% 1332

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

EverSource Wealth Advisors's PPLI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its People Inc (PPLI) stake by 4.2% in Q2 2026, selling an estimated $2.86K and leaving 1,540 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

EverSource Wealth Advisors first reported a position in PPLI in Q4 2021 and has held it in 17 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • EverSource Wealth Advisors held 1,540 shares of People Inc worth $71.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 67 People Inc shares in Q2 2026, an estimated $2.86K.
  • People Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1562 holding.
  • EverSource Wealth Advisors first reported a position in People Inc in Q4 2021 and has held it in 17 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.