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Oliver Lagore Vanvalin Investment Group’s Polaris PII Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$1.35K Buy
+33
New +$1.24K ﹤0.01% 579
2024
Q4 		$1.89K Hold
33
– – ﹤0.01% 584
2024
Q3 		$2.71K Buy
33
+1
+3% +$81 ﹤0.01% 554
2024
Q2 		$2.54K Hold
32
– – ﹤0.01% 580
2024
Q1 		$3.24K Hold
32
– – ﹤0.01% 571
2023
Q4 		$3.06K Hold
32
– – ﹤0.01% 592
2023
Q3 		$3.35K Hold
32
– – ﹤0.01% 619
2023
Q2 		$3.89K Hold
32
– – ﹤0.01% 603
2023
Q1 		$3.55K Sell
32
-6
-16% -$665 ﹤0.01% 529
2022
Q4 		$3.84K Hold
38
– – ﹤0.01% 497
2022
Q3 		$4K Hold
38
– – ﹤0.01% 465
2022
Q2 		$4K Hold
38
– – ﹤0.01% 445
2022
Q1 		$5K Buy
+38
New +$4.33K ﹤0.01% 414

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
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Oliver Lagore Vanvalin Investment Group's PII Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Polaris (PII) in Q2 2025: 33 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PII as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PII in Q1 2022 and has held it in 13 quarters since. The position peaked at $5K in Q1 2022. 412 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 33 shares of Polaris worth $1.35K as of Q2 2025.
  • Polaris was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Polaris made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #579 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Polaris in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Polaris position peaked at $5K in Q1 2022.
  • 412 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.