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Inlight Wealth Management’s Polaris PII Stock Holding History

Inlight 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
Q1 		– Sell
-84
Closed -$5.31K – 172
2025
Q4 		$5.31K Hold
84
– – ﹤0.01% 176
2025
Q3 		$4.88K Hold
84
– – ﹤0.01% 193
2025
Q2 		$3.42K Hold
84
– – ﹤0.01% 204
2025
Q1 		$3.44K Buy
+84
New +$4K ﹤0.01% 224

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inlight Wealth Management's PII Position: Q1 2026 in Review

Inlight Wealth Management sold out of Polaris (PII) in Q1 2026, closing a stake of 84 shares — an estimated $5.31K sold.

Inlight Wealth Management first reported a position in PII in Q1 2025 and held it in 4 quarters. The position peaked at $5.31K in Q4 2025. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Inlight Wealth Management reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 84 Polaris shares in Q1 2026, an estimated $5.31K.
  • Inlight Wealth Management first reported a position in Polaris in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's Polaris position peaked at $5.31K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.