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PPLI

NewEdge Advisors’s People Inc PPLI Stock Holding History

NewEdge 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 		$5K Sell
125
-13
-9% -$493 ﹤0.01% 3591
2025
Q4 		$5.4K Hold
138
– – ﹤0.01% 3657
2025
Q3 		$4.7K Hold
138
– – ﹤0.01% 3558
2025
Q2 		$5.15K Sell
138
-30
-18% -$1.08K ﹤0.01% 3402
2025
Q1 		$6.34K Hold
168
– – ﹤0.01% 3234
2024
Q4 		$5.95K Hold
168
– – ﹤0.01% 3186
2024
Q3 		$7.43K Hold
168
– – ﹤0.01% 3029
2024
Q2 		$6.46K Sell
168
-9
-5% -$372 ﹤0.01% 3004
2024
Q1 		$7.73K Hold
177
– – ﹤0.01% 2985
2023
Q4 		$7.6K Buy
+177
New +$6.93K ﹤0.01% 2966
2023
Q1 		– Sell
-920
Closed -$30.6K – 3759
2022
Q4 		$30.6K Buy
+920
New +$36.4K ﹤0.01% 1954
2022
Q1 		– Sell
-5,321
Closed -$571K – 1363
2021
Q4 		$571K Buy
+5,321
New +$600K 0.01% 1007
2020
Q4 		– Sell
-19,344
Closed -$1.26M – 1038
2020
Q3 		$1.26M Sell
19,344
-39,805
-67% -$2.73M 0.04% 326
2020
Q2 		$3.42M Buy
59,149
+151
+0.3% +$6.71K 0.13% 153
2020
Q1 		$1.89M Sell
58,998
-1,936
-3% -$76.7K 0.09% 202
2019
Q4 		$2.71M Buy
60,934
+179
+0.3% +$7.21K 0.11% 190
2019
Q3 		$2.41M Buy
+60,755
New +$2.59M 0.11% 186

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

NewEdge Advisors's PPLI Position: Q1 2026 in Review

NewEdge Advisors reduced its People Inc (PPLI) stake by 9.4% in Q1 2026, selling an estimated $493 and leaving 125 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

NewEdge Advisors first reported a position in PPLI in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.42M in Q2 2020. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • NewEdge Advisors held 125 shares of People Inc worth $5K as of Q1 2026.
  • NewEdge Advisors sold 13 People Inc shares in Q1 2026, an estimated $493.
  • People Inc made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3591 holding.
  • NewEdge Advisors first reported a position in People Inc in Q3 2019 and has held it in 17 quarters since.
  • NewEdge Advisors's People Inc position peaked at $3.42M in Q2 2020.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.