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Angeles Wealth Management’s Polaris PII Stock Holding History

Angeles 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
2026
Q2 		$1.52M Sell
22,172
-326
-1% -$21K 0.07% 119
2026
Q1 		$1.23M Sell
22,498
-32
-0.1% -$2K 0.07% 118
2025
Q4 		$1.43M Buy
22,530
+80
+0.4% +$5.27K 0.08% 98
2025
Q3 		$1.31M Sell
22,450
-1,200
-5% -$64.7K 0.08% 91
2025
Q2 		$961K Sell
23,650
-22,029
-48% -$830K 0.07% 110
2025
Q1 		$1.87M Buy
45,679
+22,804
+100% +$1.09M 0.16% 55
2024
Q4 		$1.32M Buy
+22,875
New +$1.59M 0.11% 69

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Angeles Wealth Management's PII Position: Q2 2026 in Review

Angeles Wealth Management reduced its Polaris (PII) stake by 1.4% in Q2 2026, selling an estimated $21K and leaving 22,172 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #119.

Angeles Wealth Management first reported a position in PII in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q1 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Angeles Wealth Management held 22,172 shares of Polaris worth $1.52M as of Q2 2026.
  • Angeles Wealth Management sold 326 Polaris shares in Q2 2026, an estimated $21K.
  • Polaris made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Angeles Wealth Management first reported a position in Polaris in Q4 2024 and has held it in 7 quarters since.
  • Angeles Wealth Management's Polaris position peaked at $1.87M in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.