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Clearstead Advisors’s Polaris PII Stock Holding History

Clearstead 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 		$6.71K Buy
98
+83
+553% +$5.35K ﹤0.01% 2114
2026
Q1 		$818 Sell
15
-168
-92% -$10.5K ﹤0.01% 2072
2025
Q4 		$11.6K Buy
183
+113
+161% +$7.44K ﹤0.01% 1855
2025
Q3 		$4.07K Buy
70
+8
+13% +$431 ﹤0.01% 2232
2025
Q2 		$2.52K Buy
+62
New +$2.34K ﹤0.01% 2277
2022
Q1 		– Sell
-84
Closed -$9K – 1440
2021
Q4 		$9K Hold
84
– – ﹤0.01% 939
2021
Q3 		$10K Buy
+84
New +$10.7K ﹤0.01% 948

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

Clearstead Advisors's PII Position: Q2 2026 in Review

Clearstead Advisors increased its Polaris (PII) stake by 553% in Q2 2026, buying an estimated $5.35K and bringing the position to 98 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Clearstead Advisors first reported a position in PII in Q3 2021 and has held it in 7 quarters since. The position peaked at $11.6K in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Clearstead Advisors held 98 shares of Polaris worth $6.71K as of Q2 2026.
  • Clearstead Advisors bought 83 Polaris shares in Q2 2026, an estimated $5.35K.
  • Polaris made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2114 holding.
  • Clearstead Advisors first reported a position in Polaris in Q3 2021 and has held it in 7 quarters since.
  • Clearstead Advisors's Polaris position peaked at $11.6K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.