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Ritholtz Wealth Management’s Polaris PII Stock Holding History

Ritholtz 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
2026
Q2 		$2.14M Buy
31,255
+2,874
+10% +$185K 0.03% 401
2026
Q1 		$1.55M Buy
28,381
+9,851
+53% +$617K 0.03% 440
2025
Q4 		$1.17M Buy
+18,530
New +$1.22M 0.02% 467
2024
Q1 		– Sell
-2,359
Closed -$224K – 818
2023
Q4 		$224K Buy
2,359
+192
+9% +$17.6K 0.01% 674
2023
Q3 		$226K Buy
+2,167
New +$257K 0.01% 623

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Ritholtz Wealth Management's PII Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Polaris (PII) stake by 10% in Q2 2026, buying an estimated $185K and bringing the position to 31,255 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #401.

Ritholtz Wealth Management first reported a position in PII in Q3 2023 and has held it in 5 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Ritholtz Wealth Management held 31,255 shares of Polaris worth $2.14M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,874 Polaris shares in Q2 2026, an estimated $185K.
  • Polaris made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Ritholtz Wealth Management first reported a position in Polaris in Q3 2023 and has held it in 5 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.