EP
PII icon

Edgestream Partners’s Polaris PII Stock Holding History

Edgestream Partners’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 		$5.21M Buy
+76,123
New +$4.9M 0.15% 228
2026
Q1 		– Sell
-31,468
Closed -$1.99M – 1054
2025
Q4 		$1.99M Buy
+31,468
New +$2.07M 0.06% 537
2025
Q1 		– Sell
-20,032
Closed -$1.15M – 1004
2024
Q4 		$1.15M Buy
+20,032
New +$1.39M 0.05% 534
2024
Q3 		– Sell
-30,456
Closed -$2.39M – 1024
2024
Q2 		$2.39M Buy
30,456
+20,756
+214% +$1.76M 0.11% 290
2024
Q1 		$971K Sell
9,700
-34,492
-78% -$3.17M 0.05% 510
2023
Q4 		$4.19M Buy
44,192
+29,159
+194% +$2.67M 0.3% 54
2023
Q3 		$1.57M Buy
+15,033
New +$1.79M 0.12% 267
2023
Q2 		– Sell
-4,883
Closed -$540K – 870
2023
Q1 		$540K Sell
4,883
-7,413
-60% -$821K 0.06% 394
2022
Q4 		$1.24M Buy
+12,296
New +$1.28M 0.14% 225
2022
Q1 		– Sell
-3,477
Closed -$382K – 612
2021
Q4 		$382K Sell
3,477
-29,975
-90% -$3.53M 0.02% 413
2021
Q3 		$4M Buy
33,452
+24,996
+296% +$3.18M 0.25% 141
2021
Q2 		$1.16M Sell
8,456
-23,562
-74% -$3.19M 0.07% 276
2021
Q1 		$4.27M Sell
32,018
-66,239
-67% -$8.07M 0.24% 163
2020
Q4 		$9.36M Buy
98,257
+32,422
+49% +$3.1M 0.47% 67
2020
Q3 		$6.21M Buy
+65,835
New +$6.48M 0.4% 81
2015
Q3 		– Sell
-2,072
Closed -$307K – 93
2015
Q2 		$307K Buy
+2,072
New +$298K 0.21% 90

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

Edgestream Partners's PII Position: Q2 2026 in Review

Edgestream Partners opened a new position in Polaris (PII) in Q2 2026: 76,123 shares worth $5.21M. The stake represents 0.15% of the portfolio and ranks #228 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PII as recently as Q4 2025.

Edgestream Partners first reported a position in PII in Q2 2015 and has held it in 16 quarters since. The position peaked at $9.36M in Q4 2020. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Edgestream Partners held 76,123 shares of Polaris worth $5.21M as of Q2 2026.
  • Polaris was a new Edgestream Partners position in Q2 2026.
  • Polaris made up 0.15% of Edgestream Partners's portfolio in Q2 2026, its #228 holding.
  • Edgestream Partners first reported a position in Polaris in Q2 2015 and has held it in 16 quarters since.
  • Edgestream Partners's Polaris position peaked at $9.36M in Q4 2020.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.