Financial Gravity Asset Management’s PPL Corp PPL Stock Holding History

Financial Gravity Asset Management’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-165	Closed	-$6.13K	–	886
2025 Q3	$6.13K	Buy	+165	New	+$5.93K	﹤0.01%	650
2019 Q4	$51K	Sell	482 -113	-19%	-$3.79K	0.04%	640
2019 Q3	$19K	Sell	595 -201	-25%	-$6.08K	0.02%	470
2019 Q2	$25K	Sell	796 -620	-44%	-$19.2K	0.02%	450
2019 Q1	$45K	Buy	+1,416	New	+$44K	0.04%	337
2018 Q3	$11K	Sell	360 -31	-8%	-$906	0.01%	562
2018 Q2	$11K	Buy	391 +50	+15%	+$1.38K	0.01%	553
2018 Q1	$10K	Buy	+341	New	+$10.2K	0.01%	590

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's PPL Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of PPL Corp (PPL) in Q4 2025, closing a stake of 165 shares — an estimated $6.13K sold.

Financial Gravity Asset Management first reported a position in PPL in Q1 2018 and held it in 8 quarters. The position peaked at $51K in Q4 2019. 969 funds tracked by Wall St. Rank hold PPL as of Q4 2025.

Financial Gravity Asset Management reported no remaining PPL Corp position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 165 PPL Corp shares in Q4 2025, an estimated $6.13K.
Financial Gravity Asset Management first reported a position in PPL Corp in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's PPL Corp position peaked at $51K in Q4 2019.
969 funds tracked by Wall St. Rank held PPL Corp as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.