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Covestor’s Polaris PII Stock Holding History

Covestor’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 		$8K Sell
118
-127
-52% -$8.18K ﹤0.01% 1738
2026
Q1 		$13K Sell
245
-70
-22% -$4.38K 0.01% 1296
2025
Q4 		$20K Buy
315
+119
+61% +$7.83K 0.01% 1289
2025
Q3 		$11K Sell
196
-10
-5% -$539 0.01% 1559
2025
Q2 		$8K Buy
206
+2
+1% +$75 ﹤0.01% 1680
2025
Q1 		$8K Sell
204
-30
-13% -$1.43K 0.01% 1635
2024
Q4 		$13K Buy
234
+11
+5% +$765 0.01% 1396
2024
Q3 		$19K Buy
223
+131
+142% +$10.6K 0.01% 1237
2024
Q2 		$7K Hold
92
– – ﹤0.01% 1723
2024
Q1 		$9K Sell
92
-108
-54% -$9.92K 0.01% 1662
2023
Q4 		$19K Buy
200
+40
+25% +$3.66K 0.01% 1221
2023
Q3 		$16K Buy
160
+1
+0.6% +$119 0.01% 1202
2023
Q2 		$19K Buy
159
+66
+71% +$7.29K 0.01% 1164
2023
Q1 		$10K Hold
93
– – 0.01% 1323
2022
Q4 		$9K Sell
93
-4
-4% -$417 0.01% 1377
2022
Q3 		$9K Sell
97
-1,185
-92% -$133K 0.01% 1315
2022
Q2 		$127K Buy
1,282
+67
+6% +$6.94K 0.1% 282
2022
Q1 		$128K Buy
1,215
+631
+108% +$71.9K 0.09% 360
2021
Q4 		$64K Buy
+584
New +$68.8K 0.09% 394

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

Covestor's PII Position: Q2 2026 in Review

Covestor reduced its Polaris (PII) stake by 52% in Q2 2026, selling an estimated $8.18K and leaving 118 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Covestor first reported a position in PII in Q4 2021 and has held it in 19 quarters since. The position peaked at $128K in Q1 2022. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Covestor held 118 shares of Polaris worth $8K as of Q2 2026.
  • Covestor sold 127 Polaris shares in Q2 2026, an estimated $8.18K.
  • Polaris made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1738 holding.
  • Covestor first reported a position in Polaris in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Polaris position peaked at $128K in Q1 2022.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.