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HighMark Wealth Management’s Polaris PII Stock Holding History

HighMark Wealth Management’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 		$21.4K Sell
313
-8
-2% -$515 0.01% 243
2026
Q1 		$17.5K Buy
321
+4
+1% +$251 0.01% 239
2025
Q4 		$20K Buy
317
+3
+1% +$198 0.01% 238
2025
Q3 		$18.2K Buy
314
+4
+1% +$216 0.01% 243
2025
Q2 		$12.6K Buy
310
+180
+138% +$6.78K 0.01% 276
2025
Q1 		$5.32K Buy
+130
New +$6.19K ﹤0.01% 364

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

HighMark Wealth Management's PII Position: Q2 2026 in Review

HighMark Wealth Management reduced its Polaris (PII) stake by 2.5% in Q2 2026, selling an estimated $515 and leaving 313 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #243.

HighMark Wealth Management 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.

  • HighMark Wealth Management held 313 shares of Polaris worth $21.4K as of Q2 2026.
  • HighMark Wealth Management sold 8 Polaris shares in Q2 2026, an estimated $515.
  • Polaris made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #243 holding.
  • HighMark Wealth Management 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 HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.