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Navigoe Wealth Management’s Polaris PII Stock Holding History

Navigoe Wealth Management’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 		$2K Buy
30
+3
+11% +$193 ﹤0.01% 229
2026
Q1 		$1K Hold
27
– – ﹤0.01% 202
2025
Q4 		$1K Hold
27
– – ﹤0.01% 242
2025
Q3 		$1K Hold
27
– – ﹤0.01% 242
2025
Q2 		$1K Hold
27
– – ﹤0.01% 159
2025
Q1 		$1K Hold
27
– – ﹤0.01% 155
2024
Q4 		$1K Buy
+27
New +$1.88K ﹤0.01% 155

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Navigoe Wealth Management's PII Position: Q2 2026 in Review

Navigoe Wealth Management increased its Polaris (PII) stake by 11% in Q2 2026, buying an estimated $193 and bringing the position to 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Navigoe Wealth Management first reported a position in PII in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Navigoe Wealth Management held 30 shares of Polaris worth $2K as of Q2 2026.
  • Navigoe Wealth Management bought 3 Polaris shares in Q2 2026, an estimated $193.
  • Polaris made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Navigoe Wealth Management first reported a position in Polaris in Q4 2024 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.