Physician Wealth Advisors’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.82K Buy
85
+42
+98% +$2.71K ﹤0.01% 1033
2026
Q1
$2.34K Sell
43
-8
-16% -$501 ﹤0.01% 1283
2025
Q4
$3.23K Buy
51
+8
+19% +$527 ﹤0.01% 1104
2025
Q3
$2.5K Hold
43
﹤0.01% 1126
2025
Q2
$1.75K Buy
43
+22
+105% +$829 ﹤0.01% 1097
2025
Q1
$860 Buy
+21
New +$1K ﹤0.01% 1190

Other funds holding PII

Physician Wealth Advisors's PII Position: Q2 2026 in Review

Physician Wealth Advisors increased its Polaris (PII) stake by 98% in Q2 2026, buying an estimated $2.71K and bringing the position to 85 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Physician Wealth Advisors first reported a position in PII in Q1 2025 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Physician Wealth Advisors held 85 shares of Polaris worth $5.82K as of Q2 2026.
  • Physician Wealth Advisors bought 42 Polaris shares in Q2 2026, an estimated $2.71K.
  • Polaris made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1033 holding.
  • Physician Wealth Advisors first reported a position in Polaris in Q1 2025 and has held it in 6 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.