Activest Wealth Management’s Polaris PII Stock Holding History

Activest Wealth Management’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
2025 Q4	–	Sell	-18	Closed	-$1.05K	–	1268
2025 Q3	$1.05K	Hold	18	–	–	﹤0.01%	870
2025 Q2	$732	Buy	+18	New	+$678	﹤0.01%	811

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Activest Wealth Management's PII Position: Q4 2025 in Review

Activest Wealth Management sold out of Polaris (PII) in Q4 2025, closing a stake of 18 shares — an estimated $1.05K sold.

Activest Wealth Management first reported a position in PII in Q2 2025 and held it in 2 quarters. The position peaked at $1.05K in Q3 2025. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

Activest Wealth Management reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
Activest Wealth Management sold 18 Polaris shares in Q4 2025, an estimated $1.05K.
Activest Wealth Management first reported a position in Polaris in Q2 2025 and held it in 2 quarters.
Activest Wealth Management's Polaris position peaked at $1.05K in Q3 2025.
465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.