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 Q2	–	Sell	-31,401	Closed	-$1.71M	–	231
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Koss-Olinger Consulting's PII Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Polaris (PII) in Q2 2026, closing a stake of 31,401 shares — an estimated $1.71M sold.

Koss-Olinger Consulting first reported a position in PII in Q3 2023 and held it in 10 quarters. The position peaked at $2M in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Koss-Olinger Consulting reported no remaining Polaris position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 31,401 Polaris shares in Q2 2026, an estimated $1.71M.
Koss-Olinger Consulting first reported a position in Polaris in Q3 2023 and held it in 10 quarters.
Koss-Olinger Consulting's Polaris position peaked at $2M in Q4 2025.
479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.