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Marshall & Sullivan’s Polaris PII Stock Holding History

Marshall & Sullivan’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
2025
Q3 		– Sell
-100
Closed -$4.07K – 90
2025
Q2 		$4.07K Buy
+100
New +$3.77K ﹤0.01% 110
2023
Q1 		– Sell
-100
Closed -$10.1K – 73
2022
Q4 		$10.1K Buy
+100
New +$10.4K 0.01% 82
2022
Q3 		– Sell
-100
Closed -$9K – 78
2022
Q2 		$9K Buy
+100
New +$10.4K 0.01% 77
2021
Q1 		– Sell
-10
Closed -$100 – 54
2020
Q4 		$100 Sell
10
-90
-90% -$8.61K 0.01% 63
2020
Q3 		$9K Hold
100
– – 0.01% 62
2020
Q2 		$9K Buy
+100
New +$7.62K 0.01% 44
2018
Q3 		– Sell
-100
Closed -$12.2K – 73
2018
Q2 		$12.2K Buy
+100
New +$11.7K 0.01% 73
2017
Q1 		– Sell
-100
Closed -$8K – 53
2016
Q4 		$8K Hold
100
– – 0.01% 53
2016
Q3 		$8K Hold
100
– – 0.01% 52
2016
Q2 		$8K Hold
100
– – 0.01% 51
2016
Q1 		$10K Hold
100
– – 0.01% 54
2015
Q4 		$8K Hold
100
– – 0.01% 54
2015
Q3 		$11K Hold
100
– – 0.01% 54
2015
Q2 		$15K Hold
100
– – 0.02% 47
2015
Q1 		$14K Hold
100
– – 0.02% 49
2014
Q4 		$15K Buy
+100
New +$15K 0.02% 50
2014
Q3 		– Sell
-100
Closed -$13K – 59
2014
Q2 		$13K Buy
+100
New +$13.2K 0.02% 58

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall & Sullivan's PII Position: Q3 2025 in Review

Marshall & Sullivan sold out of Polaris (PII) in Q3 2025, closing a stake of 100 shares — an estimated $4.07K sold.

Marshall & Sullivan first reported a position in PII in Q2 2014 and held it in 17 quarters. The position peaked at $15K in Q2 2015. 426 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Marshall & Sullivan reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 100 Polaris shares in Q3 2025, an estimated $4.07K.
  • Marshall & Sullivan first reported a position in Polaris in Q2 2014 and held it in 17 quarters.
  • Marshall & Sullivan's Polaris position peaked at $15K in Q2 2015.
  • 426 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.