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Realta Investment Advisors’s Polaris PII Stock Holding History

Realta Investment Advisors’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
-76
Closed -$4.81K – 396
2025
Q4 		$4.81K Hold
76
– – ﹤0.01% 313
2025
Q3 		$4.42K Buy
+76
New +$4.1K ﹤0.01% 301
2020
Q1 		– Sell
-464
Closed -$47K – 1086
2019
Q4 		$47K Sell
464
-62
-12% -$6.02K 0.01% 683
2019
Q3 		$47K Hold
526
– – 0.01% 697
2019
Q2 		$49K Buy
526
+247
+89% +$22.5K 0.01% 676
2019
Q1 		$24K Buy
+279
New +$23.7K 0.01% 712

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

Realta Investment Advisors's PII Position: Q1 2026 in Review

Realta Investment Advisors sold out of Polaris (PII) in Q1 2026, closing a stake of 76 shares — an estimated $4.81K sold.

Realta Investment Advisors first reported a position in PII in Q1 2019 and held it in 6 quarters. The position peaked at $49K in Q2 2019. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • Realta Investment Advisors reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 76 Polaris shares in Q1 2026, an estimated $4.81K.
  • Realta Investment Advisors first reported a position in Polaris in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Polaris position peaked at $49K in Q2 2019.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.