DiNuzzo Private Wealth’s Polaris PII Stock Holding History

DiNuzzo Private Wealth’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	$366	Hold	7	–	–	﹤0.01%	1180
2026 Q2	$480	Sell	7 -1	-13%	-$64	﹤0.01%	1114
2026 Q1	$436	Sell	8 -4	-33%	-$251	﹤0.01%	1113
2025 Q4	$759	Buy	12 +11	+1,100%	+$724	﹤0.01%	961
2025 Q3	$57	Hold	1	–	–	﹤0.01%	1338
2025 Q2	$41	Hold	1	–	–	﹤0.01%	1342
2025 Q1	$41	Sell	1 -5	-83%	-$238	﹤0.01%	1339
2024 Q4	$346	Hold	6	–	–	﹤0.01%	1182
2024 Q3	$500	Sell	6 -1	-14%	-$81	﹤0.01%	1111
2024 Q2	$549	Buy	7 +1	+17%	+$85	﹤0.01%	1013
2024 Q1	$601	Sell	6 -1	-14%	-$92	﹤0.01%	917
2023 Q4	$664	Buy	+7	New	+$641	﹤0.01%	868

Other funds holding PII

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

DiNuzzo Private Wealth's PII Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Polaris (PII) position steady in Q3 2026 at 7 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

DiNuzzo Private Wealth first reported a position in PII in Q4 2023 and has held it in 12 quarters since. The position peaked at $759 in Q4 2025. 42 funds tracked by Wall St. Rank hold PII as of Q3 2026.

DiNuzzo Private Wealth held 7 shares of Polaris worth $366 as of Q3 2026.
DiNuzzo Private Wealth left its Polaris share count unchanged in Q3 2026.
Polaris made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1180 holding.
DiNuzzo Private Wealth first reported a position in Polaris in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Polaris position peaked at $759 in Q4 2025.
42 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.