Montag & Caldwell’s Polaris PII Stock Holding History

Montag & Caldwell’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 Q2	–	Sell	-41	Closed	-$1.68K	–	127
2025 Q1	$1.68K	Hold	41	–	–	﹤0.01%	128
2024 Q4	$2.36K	Buy	+41	New	+$2.85K	﹤0.01%	133

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Caldwell's PII Position: Q2 2025 in Review

Montag & Caldwell sold out of Polaris (PII) in Q2 2025, closing a stake of 41 shares — an estimated $1.68K sold.

Montag & Caldwell first reported a position in PII in Q4 2024 and held it in 2 quarters. The position peaked at $2.36K in Q4 2024. 411 funds tracked by Wall St. Rank hold PII as of Q2 2025.

Montag & Caldwell reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
Montag & Caldwell sold 41 Polaris shares in Q2 2025, an estimated $1.68K.
Montag & Caldwell first reported a position in Polaris in Q4 2024 and held it in 2 quarters.
Montag & Caldwell's Polaris position peaked at $2.36K in Q4 2024.
411 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.