Capstone Investment Advisors’s Polaris PII Stock Holding History

Capstone Investment 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 Q2	–	Sell	-8,170	Closed	-$445K	–	1856
2026 Q1	$445K	Buy	+8,170	New	+$512K	﹤0.01%	1195
2025 Q4	–	Sell	-24,204	Closed	-$1.41M	–	1945
2025 Q3	$1.41M	Buy	+24,204	New	+$1.31M	﹤0.01%	894
2024 Q3	–	Sell	-4,948	Closed	-$387K	–	2131
2024 Q2	$387K	Buy	+4,948	New	+$419K	﹤0.01%	1444
2024 Q1	–	Sell	-2,353	Closed	-$223K	–	2500
2023 Q4	$223K	Buy	+2,353	New	+$216K	﹤0.01%	1733
2017 Q2	–	Sell	-6,000	Closed	-$502K	–	864
2017 Q1	$502K	Buy	+6,000	New	+$516K	0.01%	597
2016 Q4	–	Sell	-10,100	Closed	-$782K	–	1073
2016 Q3	$782K	Buy	10,100 +4,090	+68%	+$355K	0.02%	435
2016 Q2	$491K	Buy	+6,010	New	+$533K	0.01%	478

Other funds holding PII

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Capstone Investment Advisors's PII Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Polaris (PII) in Q2 2026, closing a stake of 8,170 shares — an estimated $445K sold.

Capstone Investment Advisors first reported a position in PII in Q2 2016 and held it in 7 quarters. The position peaked at $1.41M in Q3 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Capstone Investment Advisors reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
Capstone Investment Advisors sold 8,170 Polaris shares in Q2 2026, an estimated $445K.
Capstone Investment Advisors first reported a position in Polaris in Q2 2016 and held it in 7 quarters.
Capstone Investment Advisors's Polaris position peaked at $1.41M in Q3 2025.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.