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
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 $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

EverSource Wealth Advisors's PPLI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its People Inc (PPLI) stake by 243% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,607 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

EverSource Wealth Advisors first reported a position in PPLI in Q4 2021 and has held it in 16 quarters since. The position peaked at $66.2K in Q1 2023. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • EverSource Wealth Advisors held 1,607 shares of People Inc worth $64.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,138 People Inc shares in Q1 2026, an estimated $43.2K.
  • People Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1717 holding.
  • EverSource Wealth Advisors first reported a position in People Inc in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's People Inc position peaked at $66.2K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.