Evolve Private Wealth’s Polaris PII Stock Holding History

Evolve 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 Q1	–	Sell	-3,462	Closed	-$219K	–	1044
2025 Q4	$219K	Buy	+3,462	New	+$228K	0.01%	837

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evolve Private Wealth's PII Position: Q1 2026 in Review

Evolve Private Wealth sold out of Polaris (PII) in Q1 2026, closing a stake of 3,462 shares — an estimated $219K sold.

Evolve Private Wealth first reported a position in PII in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Evolve Private Wealth reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,462 Polaris shares in Q1 2026, an estimated $219K.
Evolve Private Wealth first reported a position in Polaris in Q4 2025 and held it in 1 quarter.
Evolve Private Wealth's Polaris position peaked at $219K in Q4 2025.
448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.