HWA
PII icon

Heritage Wealth Architects’s Polaris PII Stock Holding History

Heritage Wealth Architects’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 		$1.18M Buy
17,663
+779
+5% +$50.2K 0.47% 30
2026
Q1 		$1.12M Buy
16,884
+24
+0.1% +$1.5K 0.47% 30
2025
Q4 		$1.16M Sell
16,860
-84
-0.5% -$5.53K 0.54% 28
2025
Q3 		$985K Buy
16,944
+29
+0.2% +$1.56K 0.61% 28
2025
Q2 		$688K Sell
16,915
-254
-1% -$9.57K 0.51% 31
2025
Q1 		$703K Buy
+17,169
New +$817K 0.68% 22

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Heritage Wealth Architects's PII Position: Q2 2026 in Review

Heritage Wealth Architects increased its Polaris (PII) stake by 4.6% in Q2 2026, buying an estimated $50.2K and bringing the position to 17,663 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #30.

Heritage Wealth Architects first reported a position in PII in Q1 2025 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Heritage Wealth Architects held 17,663 shares of Polaris worth $1.18M as of Q2 2026.
  • Heritage Wealth Architects bought 779 Polaris shares in Q2 2026, an estimated $50.2K.
  • Polaris made up 0.47% of Heritage Wealth Architects's portfolio in Q2 2026, its #30 holding.
  • Heritage Wealth Architects first reported a position in Polaris in Q1 2025 and has held it in 6 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.