InceptionR’s Polaris PII Stock Holding History

InceptionR’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	$263K	Buy	+3,844	New	+$248K	0.06%	507
2026 Q1	–	Sell	-4,526	Closed	-$286K	–	842
2025 Q4	$286K	Buy	+4,526	New	+$298K	0.08%	440
2025 Q3	–	Sell	-14,489	Closed	-$589K	–	882
2025 Q2	$589K	Buy	+14,489	New	+$546K	0.14%	277
2024 Q3	–	Sell	-3,866	Closed	-$303K	–	820
2024 Q2	$303K	Buy	+3,866	New	+$327K	0.09%	411
2024 Q1	–	Sell	-4,369	Closed	-$414K	–	697
2023 Q4	$414K	Buy	+4,369	New	+$400K	0.3%	140
2023 Q1	–	Sell	-7,048	Closed	-$712K	–	558
2022 Q4	$712K	Buy	+7,048	New	+$734K	0.37%	82

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

InceptionR's PII Position: Q2 2026 in Review

InceptionR opened a new position in Polaris (PII) in Q2 2026: 3,844 shares worth $263K. The stake represents 0.06% of the portfolio and ranks #507 among its holdings. This is a return to the name: InceptionR previously reported a position in PII as recently as Q4 2025.

InceptionR first reported a position in PII in Q4 2022 and has held it in 6 quarters since. The position peaked at $712K in Q4 2022. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

InceptionR held 3,844 shares of Polaris worth $263K as of Q2 2026.
Polaris was a new InceptionR position in Q2 2026.
Polaris made up 0.06% of InceptionR's portfolio in Q2 2026, its #507 holding.
InceptionR first reported a position in Polaris in Q4 2022 and has held it in 6 quarters since.
InceptionR's Polaris position peaked at $712K in Q4 2022.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.