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
Q2 		$1.8K Hold
39
– – ﹤0.01% 1186
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 $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Private Wealth Management Group's PPLI Position: Q2 2026 in Review

Private Wealth Management Group held its People Inc (PPLI) position steady in Q2 2026 at 39 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Private Wealth Management Group first reported a position in PPLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.42K in Q1 2024. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Private Wealth Management Group held 39 shares of People Inc worth $1.8K as of Q2 2026.
  • Private Wealth Management Group left its People Inc share count unchanged in Q2 2026.
  • People Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1186 holding.
  • Private Wealth Management Group first reported a position in People Inc in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's People Inc position peaked at $7.42K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.