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Cassaday & Co Wealth Management’s Polaris PII Stock Holding History

Cassaday & Co 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 		– Sell
-14
Closed -$763 – 1406
2026
Q1 		$763 Buy
+14
New +$877 ﹤0.01% 1156

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American Century Companies
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Capital World Investors
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
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Cassaday & Co Wealth Management's PII Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Polaris (PII) in Q2 2026, closing a stake of 14 shares — an estimated $763 sold.

Cassaday & Co Wealth Management first reported a position in PII in Q1 2026 and held it in 1 quarter. The position peaked at $763 in Q1 2026. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 14 Polaris shares in Q2 2026, an estimated $763.
  • Cassaday & Co Wealth Management first reported a position in Polaris in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Polaris position peaked at $763 in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.