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Belpointe Asset Management’s Polaris PII Stock Holding History

Belpointe Asset 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 		– Sell
-5,013
Closed -$273K – 1205
2026
Q1 		$273K Buy
+5,013
New +$314K 0.01% 897
2023
Q2 		– Sell
-3,534
Closed -$391K – 2570
2023
Q1 		$391K Sell
3,534
-5,234
-60% -$580K 0.02% 646
2022
Q4 		$886K Sell
8,768
-494
-5% -$51.5K 0.05% 358
2022
Q3 		$885K Buy
9,262
+438
+5% +$49.1K 0.06% 329
2022
Q2 		$876K Sell
8,824
-241
-3% -$25K 0.06% 325
2022
Q1 		$955K Buy
9,065
+2,745
+43% +$313K 0.06% 347
2021
Q4 		$695K Sell
6,320
-1,660
-21% -$196K 0.04% 421
2021
Q3 		$954K Buy
7,980
+931
+13% +$118K 0.07% 318
2021
Q2 		$966K Buy
7,049
+5,224
+286% +$708K 0.07% 304
2021
Q1 		$243K Buy
1,825
+40
+2% +$4.88K 0.02% 678
2020
Q4 		$171K Buy
1,785
+30
+2% +$2.87K 0.02% 752
2020
Q3 		$157K Buy
1,755
+121
+7% +$11.9K 0.02% 623
2020
Q2 		$151K Buy
+1,634
New +$125K 0.02% 611
2020
Q1 		– Sell
-1,370
Closed -$139K – 738
2019
Q4 		$139K Buy
+1,370
New +$133K 0.02% 661

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

Belpointe Asset Management's PII Position: Q2 2026 in Review

Belpointe Asset Management sold out of Polaris (PII) in Q2 2026, closing a stake of 5,013 shares — an estimated $273K sold.

Belpointe Asset Management first reported a position in PII in Q4 2019 and held it in 14 quarters. The position peaked at $966K in Q2 2021. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Belpointe Asset Management reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 5,013 Polaris shares in Q2 2026, an estimated $273K.
  • Belpointe Asset Management first reported a position in Polaris in Q4 2019 and held it in 14 quarters.
  • Belpointe Asset Management's Polaris position peaked at $966K in Q2 2021.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.