Covestor
PII icon

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
Q3 		$6K Sell
113
-5
-4% -$323 ﹤0.01% 1809
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% +$7.84K 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% -$9.9K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Covestor's PII Position: Q3 2026 in Review

Covestor reduced its Polaris (PII) stake by 4.2% in Q3 2026, selling an estimated $323 and leaving 113 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Covestor first reported a position in PII in Q4 2021 and has held it in 20 quarters since. The position peaked at $128K in Q1 2022. 354 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Covestor held 113 shares of Polaris worth $6K as of Q3 2026.
  • Covestor sold 5 Polaris shares in Q3 2026, an estimated $323.
  • Polaris made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1809 holding.
  • Covestor first reported a position in Polaris in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Polaris position peaked at $128K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.