Heck Capital Advisors’s Polaris PII Stock Holding History

Heck Capital 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
2025 Q2	–	Sell	-3	Closed	-$123	–	237
2025 Q1	$123	Sell	3 -97	-97%	-$4.62K	﹤0.01%	229
2024 Q4	$5.76K	Buy	+100	New	+$6.96K	﹤0.01%	571

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's PII Position: Q2 2025 in Review

Heck Capital Advisors sold out of Polaris (PII) in Q2 2025, closing a stake of 3 shares — an estimated $123 sold.

Heck Capital Advisors first reported a position in PII in Q4 2024 and held it in 2 quarters. The position peaked at $5.76K in Q4 2024. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

Heck Capital Advisors reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 3 Polaris shares in Q2 2025, an estimated $123.
Heck Capital Advisors first reported a position in Polaris in Q4 2024 and held it in 2 quarters.
Heck Capital Advisors's Polaris position peaked at $5.76K in Q4 2024.
411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.