Northwest Wealth Management’s Polaris PII Stock Holding History

Northwest 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	$556K	Buy	8,127 +2,423	+42%	+$156K	0.07%	115
2026 Q1	$311K	Sell	5,704 -63	-1%	-$3.95K	0.05%	179
2025 Q4	$365K	Sell	5,767 -75	-1%	-$4.94K	0.06%	162
2025 Q3	$340K	Buy	5,842 +29	+0.5%	+$1.56K	0.06%	142
2025 Q2	$236K	Buy	5,813 +924	+19%	+$34.8K	0.04%	175
2025 Q1	$200K	Buy	4,889 +3	+0.1%	+$143	0.04%	182
2024 Q4	$282K	Buy	+4,886	New	+$340K	0.06%	128
2024 Q2	–	Sell	-2,599	Closed	-$260K	–	177
2024 Q1	$260K	Sell	2,599 -1,291	-33%	-$119K	0.07%	138
2023 Q4	$369K	Buy	3,890 +1,085	+39%	+$99.4K	0.11%	110
2023 Q3	$292K	Sell	2,805 -433	-13%	-$51.4K	0.11%	119
2023 Q2	$392K	Sell	3,238 -1,047	-24%	-$116K	0.14%	101
2023 Q1	$474K	Sell	4,285 -963	-18%	-$107K	0.18%	96
2022 Q4	$530K	Sell	5,248 -2,365	-31%	-$246K	0.23%	86
2022 Q3	$728K	Sell	7,613 -68	-0.9%	-$7.62K	0.32%	73
2022 Q2	$763K	Buy	7,681 +2,009	+35%	+$208K	0.33%	71
2022 Q1	$597K	Buy	5,672 +2,351	+71%	+$268K	0.29%	79
2021 Q4	$365K	Hold	3,321	–	–	0.17%	96
2021 Q3	$397K	Sell	3,321 -168	-5%	-$21.4K	0.2%	86
2021 Q2	$478K	Hold	3,489	–	–	0.25%	78
2021 Q1	$466K	Sell	3,489 -888	-20%	-$108K	0.29%	75
2020 Q4	$417K	Sell	4,377 -301	-6%	-$28.8K	0.29%	76
2020 Q3	$441K	Sell	4,678 -400	-8%	-$39.4K	0.37%	63
2020 Q2	$470K	Sell	5,078 -437	-8%	-$33.3K	0.41%	60
2020 Q1	$266K	Sell	5,515 -100	-2%	-$8.2K	0.27%	68
2019 Q4	$571K	Sell	5,615 -18	-0.3%	-$1.75K	0.52%	52
2019 Q3	$496K	Hold	5,633	–	–	0.41%	67
2019 Q2	$514K	Hold	5,633	–	–	0.41%	64
2019 Q1	$476K	Hold	5,633	–	–	0.36%	65
2018 Q4	$432K	Hold	5,633	–	–	0.37%	62
2018 Q3	$569K	Sell	5,633 -329	-6%	-$36.7K	0.43%	56
2018 Q2	$728K	Sell	5,962 -1	-0%	-$117	0.55%	44
2018 Q1	$683K	Hold	5,963	–	–	0.51%	49
2017 Q4	$739K	Buy	5,963 +1,020	+21%	+$121K	0.6%	45
2017 Q3	$517K	Buy	4,943 +1,238	+33%	+$117K	0.72%	36
2017 Q2	$342K	Sell	3,705 -325	-8%	-$27.9K	0.31%	64
2017 Q1	$338K	Hold	4,030	–	–	0.31%	66
2016 Q4	$332K	Buy	+4,030	New	+$329K	0.34%	63

Other funds holding PII

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

Northwest Wealth Management increased its Polaris (PII) stake by 42% in Q2 2026, buying an estimated $156K and bringing the position to 8,127 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #115.

Northwest Wealth Management first reported a position in PII in Q4 2016 and has held it in 37 quarters since. The position peaked at $763K in Q2 2022. 144 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Northwest Wealth Management held 8,127 shares of Polaris worth $556K as of Q2 2026.
Northwest Wealth Management bought 2,423 Polaris shares in Q2 2026, an estimated $156K.
Polaris made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #115 holding.
Northwest Wealth Management first reported a position in Polaris in Q4 2016 and has held it in 37 quarters since.
Northwest Wealth Management's Polaris position peaked at $763K in Q2 2022.
144 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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