PWMG
PPLI

Private Wealth Management Group’s People Inc PPLI Stock Holding History

Private Wealth Management Group’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 		$1.56K Hold
39
– – ﹤0.01% 1154
2025
Q4 		$1.52K Hold
39
– – ﹤0.01% 1165
2025
Q3 		$1.33K Hold
39
– – ﹤0.01% 1211
2025
Q2 		$1.46K Sell
39
-21
-35% -$759 ﹤0.01% 1176
2025
Q1 		$2.25K Hold
60
– – ﹤0.01% 1017
2024
Q4 		$2.11K Sell
60
-23
-28% -$921 ﹤0.01% 1061
2024
Q3 		$3.66K Hold
83
– – ﹤0.01% 852
2024
Q2 		$3.19K Sell
83
-86
-51% -$3.55K ﹤0.01% 890
2024
Q1 		$7.42K Hold
169
– – ﹤0.01% 491
2023
Q4 		$7.28K Buy
+169
New +$6.62K ﹤0.01% 487

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

Private Wealth Management Group's PPLI Position: Q1 2026 in Review

Private Wealth Management Group held its People Inc (PPLI) position steady in Q1 2026 at 39 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Private Wealth Management Group first reported a position in PPLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.42K in Q1 2024. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Private Wealth Management Group held 39 shares of People Inc worth $1.56K as of Q1 2026.
  • Private Wealth Management Group left its People Inc share count unchanged in Q1 2026.
  • People Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1154 holding.
  • Private Wealth Management Group first reported a position in People Inc in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's People Inc position peaked at $7.42K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.