McDonald Partners’s Polaris PII Stock Holding History

McDonald Partners’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	$13.7K	Buy	+200	New	+$12.9K	﹤0.01%	445
2023 Q1	–	Sell	-2,785	Closed	-$281K	–	238
2022 Q4	$281K	Sell	2,785 -2,349	-46%	-$245K	0.1%	190
2022 Q3	$491K	Sell	5,134 -745	-13%	-$83.5K	0.19%	137
2022 Q2	$584K	Sell	5,879 -448	-7%	-$46.4K	0.15%	167
2022 Q1	$666K	Buy	+6,327	New	+$721K	0.15%	168
2021 Q4	–	Sell	-6,412	Closed	-$767K	–	680
2021 Q3	$767K	Buy	6,412 +1,256	+24%	+$160K	0.18%	149
2021 Q2	$706K	Buy	5,156 +143	+3%	+$19.4K	0.17%	150
2021 Q1	$669K	Sell	5,013 -69	-1%	-$8.41K	0.17%	147
2020 Q4	$484K	Buy	+5,082	New	+$486K	0.14%	171

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 $3.37T AUM 44.26% 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

McDonald Partners's PII Position: Q2 2026 in Review

McDonald Partners opened a new position in Polaris (PII) in Q2 2026: 200 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: McDonald Partners previously reported a position in PII as recently as Q4 2022.

McDonald Partners first reported a position in PII in Q4 2020 and has held it in 9 quarters since. The position peaked at $767K in Q3 2021. 477 funds tracked by Wall St. Rank hold PII as of Q2 2026.

McDonald Partners held 200 shares of Polaris worth $13.7K as of Q2 2026.
Polaris was a new McDonald Partners position in Q2 2026.
Polaris made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #445 holding.
McDonald Partners first reported a position in Polaris in Q4 2020 and has held it in 9 quarters since.
McDonald Partners's Polaris position peaked at $767K in Q3 2021.
477 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.