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Mount Yale Investment Advisors’s Polaris PII Stock Holding History

Mount Yale Investment Advisors’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
-407
Closed -$16.5K – 1347
2025
Q2 		$16.5K Buy
+407
New +$15.3K ﹤0.01% 1070

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mount Yale Investment Advisors's PII Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Polaris (PII) in Q3 2025, closing a stake of 407 shares — an estimated $16.5K sold.

Mount Yale Investment Advisors first reported a position in PII in Q2 2025 and held it in 1 quarter. The position peaked at $16.5K in Q2 2025. 428 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 407 Polaris shares in Q3 2025, an estimated $16.5K.
  • Mount Yale Investment Advisors first reported a position in Polaris in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Polaris position peaked at $16.5K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.