Envestnet Portfolio Solutions
PII icon

Envestnet Portfolio Solutions’s Polaris PII Stock Holding History

Envestnet Portfolio Solutions’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 		$942K Buy
13,762
+1,297
+10% +$83.6K ﹤0.01% 737
2026
Q1 		$679K Sell
12,465
-1,025
-8% -$64.2K ﹤0.01% 778
2025
Q4 		$853K Sell
13,490
-140
-1% -$9.22K ﹤0.01% 816
2025
Q3 		$792K Sell
13,630
-76
-0.6% -$4.1K ﹤0.01% 829
2025
Q2 		$557K Buy
+13,706
New +$517K ﹤0.01% 1046
2024
Q3 		– Sell
-2,618
Closed -$205K – 1728
2024
Q2 		$205K Buy
+2,618
New +$222K ﹤0.01% 1583
2023
Q4 		– Sell
-2,710
Closed -$282K – 1591
2023
Q3 		$282K Buy
+2,710
New +$322K ﹤0.01% 1260

Other funds holding PII

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Envestnet Portfolio Solutions's PII Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Polaris (PII) stake by 10% in Q2 2026, buying an estimated $83.6K and bringing the position to 13,762 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Envestnet Portfolio Solutions first reported a position in PII in Q3 2023 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,762 shares of Polaris worth $942K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,297 Polaris shares in Q2 2026, an estimated $83.6K.
  • Polaris made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #737 holding.
  • Envestnet Portfolio Solutions first reported a position in Polaris in Q3 2023 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.