MSFP
PPIH

Mark Sheptoff Financial Planning’s Perma-Pipe International PPIH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PPIH Stock Details PPIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-150
Closed -$5.04K – 532
2026
Q1 		$5.04K Hold
150
– – ﹤0.01% 438
2025
Q4 		$4.55K Buy
+150
New +$4.11K ﹤0.01% 440

Other funds holding PPIH

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's PPIH Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Perma-Pipe International (PPIH) in Q2 2026, closing a stake of 150 shares — an estimated $5.04K sold.

Mark Sheptoff Financial Planning first reported a position in PPIH in Q4 2025 and held it in 2 quarters. The position peaked at $5.04K in Q1 2026. 82 funds tracked by Wall St. Rank hold PPIH as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Perma-Pipe International position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 150 Perma-Pipe International shares in Q2 2026, an estimated $5.04K.
  • Mark Sheptoff Financial Planning first reported a position in Perma-Pipe International in Q4 2025 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Perma-Pipe International position peaked at $5.04K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Perma-Pipe International as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.