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
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 $324B AUM 22.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Mark Sheptoff Financial Planning's PPIH Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Perma-Pipe International (PPIH) position steady in Q1 2026 at 150 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Mark Sheptoff Financial Planning first reported a position in PPIH in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold PPIH as of Q1 2026.

  • Mark Sheptoff Financial Planning held 150 shares of Perma-Pipe International worth $5.04K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Perma-Pipe International share count unchanged in Q1 2026.
  • Perma-Pipe International made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #438 holding.
  • Mark Sheptoff Financial Planning first reported a position in Perma-Pipe International in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Perma-Pipe International as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.