WA
PPLI

Whipplewood Advisors’s People Inc PPLI Stock Holding History

Whipplewood 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
Q2 		– Sell
-6
Closed -$240 – 845
2026
Q1 		$240 Buy
+6
New +$228 ﹤0.01% 1025
2025
Q3 		– Sell
-8
Closed -$299 – 713
2025
Q2 		$299 Sell
8
-85
-91% -$3.07K ﹤0.01% 1153
2025
Q1 		$368 Buy
93
+83
+830% +$3.03K ﹤0.01% 1154
2024
Q4 		$345 Buy
+10
New +$401 ﹤0.01% 1142

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

Whipplewood Advisors's PPLI Position: Q2 2026 in Review

Whipplewood Advisors sold out of People Inc (PPLI) in Q2 2026, closing a stake of 6 shares — an estimated $240 sold.

Whipplewood Advisors first reported a position in PPLI in Q4 2024 and held it in 4 quarters. The position peaked at $368 in Q1 2025. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Whipplewood Advisors reported no remaining People Inc position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 6 People Inc shares in Q2 2026, an estimated $240.
  • Whipplewood Advisors first reported a position in People Inc in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's People Inc position peaked at $368 in Q1 2025.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.