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Global Wealth Strategies & Associates’s Polaris PII Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-1
Closed -$37 – 351
2026
Q1 		$37 Hold
1
– – ﹤0.01% 535
2025
Q4 		$42 Sell
1
-9
-90% -$593 ﹤0.01% 538
2025
Q3 		$561 Buy
+10
New +$539 ﹤0.01% 444

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Global Wealth Strategies & Associates's PII Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Polaris (PII) in Q2 2026, closing a stake of 1 share — an estimated $37 sold.

Global Wealth Strategies & Associates first reported a position in PII in Q3 2025 and held it in 3 quarters. The position peaked at $561 in Q3 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 Polaris share in Q2 2026, an estimated $37.
  • Global Wealth Strategies & Associates first reported a position in Polaris in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Polaris position peaked at $561 in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.