SWM
PPLI

SHP Wealth Management’s People Inc PPLI Stock Holding History

SHP Wealth Management’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 		$323 Buy
7
+4
+133% +$171 ﹤0.01% 1817
2026
Q1 		$120 Buy
+3
New +$114 ﹤0.01% 1768

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

SHP Wealth Management's PPLI Position: Q2 2026 in Review

SHP Wealth Management increased its People Inc (PPLI) stake by 133% in Q2 2026, buying an estimated $171 and bringing the position to 7 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

SHP Wealth Management first reported a position in PPLI in Q1 2026 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • SHP Wealth Management held 7 shares of People Inc worth $323 as of Q2 2026.
  • SHP Wealth Management bought 4 People Inc shares in Q2 2026, an estimated $171.
  • People Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1817 holding.
  • SHP Wealth Management first reported a position in People Inc in Q1 2026 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.