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Catalyst Funds Management’s Polaris PII Stock Holding History

Catalyst Funds 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
2025
Q2 		– Sell
-9,289
Closed -$380K – 647
2025
Q1 		$380K Buy
+9,289
New +$442K 0.1% 227
2024
Q4 		– Sell
-400
Closed -$33.3K – 1014
2024
Q3 		$33.3K Buy
+400
New +$32.5K 0.01% 951
2024
Q2 		– Sell
-9,400
Closed -$941K – 1495
2024
Q1 		$941K Buy
+9,400
New +$863K 0.26% 87

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalyst Funds Management's PII Position: Q2 2025 in Review

Catalyst Funds Management sold out of Polaris (PII) in Q2 2025, closing a stake of 9,289 shares — an estimated $380K sold.

Catalyst Funds Management first reported a position in PII in Q1 2024 and held it in 3 quarters. The position peaked at $941K in Q1 2024. 412 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Catalyst Funds Management reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 9,289 Polaris shares in Q2 2025, an estimated $380K.
  • Catalyst Funds Management first reported a position in Polaris in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Polaris position peaked at $941K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Catalyst Funds Management's 13F filing for Q2 2025, filed 12 Aug 2025.