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Private Wealth Asset Management’s Polaris PII Stock Holding History

Private Wealth Asset 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
Q1 		– Sell
-2
Closed -$127 – 1090
2025
Q4 		$127 Hold
2
– – ﹤0.01% 1065
2025
Q3 		$116 Hold
2
– – ﹤0.01% 1070
2025
Q2 		$81 Hold
2
– – ﹤0.01% 1075
2025
Q1 		$82 Buy
+2
New +$95 ﹤0.01% 1171

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Asset Management's PII Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Polaris (PII) in Q1 2026, closing a stake of 2 shares — an estimated $127 sold.

Private Wealth Asset Management first reported a position in PII in Q1 2025 and held it in 4 quarters. The position peaked at $127 in Q4 2025. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Polaris shares in Q1 2026, an estimated $127.
  • Private Wealth Asset Management first reported a position in Polaris in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Polaris position peaked at $127 in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.