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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

InceptionR's PII Position: Q1 2026 in Review

InceptionR sold out of Polaris (PII) in Q1 2026, closing a stake of 4,526 shares — an estimated $286K sold.

InceptionR first reported a position in PII in Q4 2022 and held it in 5 quarters. The position peaked at $712K in Q4 2022. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

InceptionR reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
InceptionR sold 4,526 Polaris shares in Q1 2026, an estimated $286K.
InceptionR first reported a position in Polaris in Q4 2022 and held it in 5 quarters.
InceptionR's Polaris position peaked at $712K in Q4 2022.
444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.