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Prosperity Wealth Management’s Polaris PII Stock Holding History

Prosperity 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
2025
Q3 		– Sell
-5,910
Closed -$240K – 269
2025
Q2 		$240K Buy
+5,910
New +$223K 0.09% 203

Other funds holding PII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prosperity Wealth Management's PII Position: Q3 2025 in Review

Prosperity Wealth Management sold out of Polaris (PII) in Q3 2025, closing a stake of 5,910 shares — an estimated $240K sold.

Prosperity Wealth Management first reported a position in PII in Q2 2025 and held it in 1 quarter. The position peaked at $240K in Q2 2025. 426 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Prosperity Wealth Management reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 5,910 Polaris shares in Q3 2025, an estimated $240K.
  • Prosperity Wealth Management first reported a position in Polaris in Q2 2025 and held it in 1 quarter.
  • Prosperity Wealth Management's Polaris position peaked at $240K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.