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Intentional Wealth Strategies’s Polaris PII Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-68
Closed -$3.71K – 676
2026
Q1 		$3.71K Buy
+68
New +$4.26K ﹤0.01% 538

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

Intentional Wealth Strategies's PII Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Polaris (PII) in Q2 2026, closing a stake of 68 shares — an estimated $3.71K sold.

Intentional Wealth Strategies first reported a position in PII in Q1 2026 and held it in 1 quarter. The position peaked at $3.71K in Q1 2026. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 68 Polaris shares in Q2 2026, an estimated $3.71K.
  • Intentional Wealth Strategies first reported a position in Polaris in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Polaris position peaked at $3.71K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.