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Ridgewood Investments’s Polaris PII Stock Holding History

Ridgewood Investments’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
-1,600
Closed -$12.4K – 551
2025
Q2 		$12.4K Buy
+1,600
New +$60.3K 0.01% 490

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

Ridgewood Investments's PII Position: Q3 2025 in Review

Ridgewood Investments increased its Polaris (PII) stake by 6% in Q3 2025, buying an estimated $28K and bringing the position to 9,220 shares worth $503K. The position accounts for 0.21% of the portfolio, ranked #128.

Ridgewood Investments first reported a position in PII in Q2 2018 and has held it in 21 quarters since. The position peaked at $503K in Q4 2019. 426 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • Ridgewood Investments held 9,220 shares of Polaris worth $503K as of Q3 2025.
  • Ridgewood Investments bought 519 Polaris shares in Q3 2025, an estimated $28K.
  • Polaris made up 0.21% of Ridgewood Investments's portfolio in Q3 2025, its #128 holding.
  • Ridgewood Investments first reported a position in Polaris in Q2 2018 and has held it in 21 quarters since.
  • Ridgewood Investments's Polaris position peaked at $503K in Q4 2019.
  • 426 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.