Forty-three Eighteen Advisors’s Polaris PII Stock Holding History

Forty-three Eighteen Advisors’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	-31,988	Closed	-$2.02M	–	86
2025 Q4	$2.02M	Buy	+31,988	New	+$2.11M	1.57%	18

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 $3.37T AUM 44.26% 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

Forty-three Eighteen Advisors's PII Position: Q1 2026 in Review

Forty-three Eighteen Advisors sold out of Polaris (PII) in Q1 2026, closing a stake of 31,988 shares — an estimated $2.02M sold.

Forty-three Eighteen Advisors first reported a position in PII in Q4 2025 and held it in 1 quarter. The position peaked at $2.02M in Q4 2025. 446 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Forty-three Eighteen Advisors reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
Forty-three Eighteen Advisors sold 31,988 Polaris shares in Q1 2026, an estimated $2.02M.
Forty-three Eighteen Advisors first reported a position in Polaris in Q4 2025 and held it in 1 quarter.
Forty-three Eighteen Advisors's Polaris position peaked at $2.02M in Q4 2025.
446 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Forty-three Eighteen Advisors's 13F filing for Q1 2026, filed 6 May 2026.