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Koss-Olinger Consulting’s Polaris PII Stock Holding History

Koss-Olinger Consulting’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 		$1.71M Sell
31,401
-303
-1% -$19K 0.14% 62
2025
Q4 		$2M Sell
31,704
-8,906
-22% -$586K 0.16% 52
2025
Q3 		$1.65M Sell
40,610
-57
-0.1% -$3.07K 0.14% 91
2025
Q2 		$1.65M Buy
40,667
+304
+0.8% +$11.5K 0.14% 91
2025
Q1 		$1.65M Buy
40,363
+13,317
+49% +$634K 0.14% 87
2024
Q4 		$1.56M Buy
27,046
+3,236
+14% +$225K 0.14% 76
2024
Q3 		$1.98M Sell
23,810
-97
-0.4% -$7.88K 0.17% 76
2024
Q2 		$1.87M Buy
+23,907
New +$2.03M 0.17% 76
2024
Q1 		– Sell
-16,380
Closed -$1.55M – 225
2023
Q4 		$1.55M Buy
16,380
+11,621
+244% +$1.06M 0.15% 75
2023
Q3 		$496K Buy
+4,759
New +$565K 0.07% 127

Other funds holding PII

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return