Highline Wealth Partners’s Polaris PII Stock Holding History

Highline Wealth Partners’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	-70	Closed	-$2.87K	–	1038
2025 Q1	$2.87K	Buy	+70	New	+$3.33K	﹤0.01%	565

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Highline Wealth Partners's PII Position: Q2 2025 in Review

Highline Wealth Partners sold out of Polaris (PII) in Q2 2025, closing a stake of 70 shares — an estimated $2.87K sold.

Highline Wealth Partners first reported a position in PII in Q1 2025 and held it in 1 quarter. The position peaked at $2.87K in Q1 2025. 410 funds tracked by Wall St. Rank hold PII as of Q2 2025.

Highline Wealth Partners reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
Highline Wealth Partners sold 70 Polaris shares in Q2 2025, an estimated $2.87K.
Highline Wealth Partners first reported a position in Polaris in Q1 2025 and held it in 1 quarter.
Highline Wealth Partners's Polaris position peaked at $2.87K in Q1 2025.
410 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.