Advisor OS’s Polaris PII Stock Holding History

Advisor OS’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 Q2	–	Sell	-5,527	Closed	-$226K	–	473
2025 Q1	$226K	Buy	5,527 +1,030	+23%	+$49K	0.03%	384
2024 Q4	$259K	Buy	+4,497	New	+$313K	0.03%	352

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

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's PII Position: Q2 2025 in Review

Advisor OS sold out of Polaris (PII) in Q2 2025, closing a stake of 5,527 shares — an estimated $226K sold.

Advisor OS first reported a position in PII in Q4 2024 and held it in 2 quarters. The position peaked at $259K in Q4 2024. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

Advisor OS reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
Advisor OS sold 5,527 Polaris shares in Q2 2025, an estimated $226K.
Advisor OS first reported a position in Polaris in Q4 2024 and held it in 2 quarters.
Advisor OS's Polaris position peaked at $259K in Q4 2024.
411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.