Aaron Wealth Advisors
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Aaron Wealth Advisors’s Polaris PII Stock Holding History

Aaron Wealth Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,146
Closed -$284K – 742
2026
Q2 		$284K Buy
+4,146
New +$267K 0.01% 593

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Aaron Wealth Advisors's PII Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Polaris (PII) in Q3 2026, closing a stake of 4,146 shares — an estimated $284K sold.

Aaron Wealth Advisors first reported a position in PII in Q2 2026 and held it in 1 quarter. The position peaked at $284K in Q2 2026. 79 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Polaris position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 4,146 Polaris shares in Q3 2026, an estimated $284K.
  • Aaron Wealth Advisors first reported a position in Polaris in Q2 2026 and held it in 1 quarter.
  • Aaron Wealth Advisors's Polaris position peaked at $284K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.