Robertson Stephens Wealth Management’s Polaris PII Stock Holding History

Robertson Stephens 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	$821K	Hold	12,000	–	–	0.02%	353
2026 Q1	$654K	Hold	12,000	–	–	0.02%	378
2025 Q4	$759K	Hold	12,000	–	–	0.02%	354
2025 Q3	$698K	Sell	12,000 -7	-0.1%	-$377	0.02%	301
2025 Q2	$488K	Sell	12,007 -31	-0.3%	-$1.17K	0.02%	369
2025 Q1	$493K	Buy	12,038 +3,538	+42%	+$168K	0.02%	369
2024 Q4	$490K	Hold	8,500	–	–	0.02%	363
2024 Q3	$708K	Sell	8,500 -24	-0.3%	-$1.95K	0.03%	337
2024 Q2	$668K	Buy	8,524 +24	+0.3%	+$2.03K	0.03%	282
2024 Q1	$851K	Hold	8,500	–	–	0.05%	258
2023 Q4	$806K	Hold	8,500	–	–	0.05%	246
2023 Q3	$885K	Sell	8,500 -1	-0%	-$119	0.06%	222
2023 Q2	$1.03M	Buy	8,501 +1	+0%	+$111	0.07%	189
2023 Q1	$940K	Hold	8,500	–	–	0.07%	203
2022 Q4	$859K	Hold	8,500	–	–	0.08%	194
2022 Q3	$813K	Hold	8,500	–	–	0.08%	174
2022 Q2	$843K	Hold	8,500	–	–	0.08%	175
2022 Q1	$895K	Hold	8,500	–	–	0.08%	190
2021 Q4	$934K	Buy	+8,500	New	+$1M	0.08%	192

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Robertson Stephens Wealth Management's PII Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Polaris (PII) position steady in Q2 2026 at 12,000 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #353.

Robertson Stephens Wealth Management first reported a position in PII in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q2 2023. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

Robertson Stephens Wealth Management held 12,000 shares of Polaris worth $821K as of Q2 2026.
Robertson Stephens Wealth Management left its Polaris share count unchanged in Q2 2026.
Polaris made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #353 holding.
Robertson Stephens Wealth Management first reported a position in Polaris in Q4 2021 and has held it in 19 quarters since.
Robertson Stephens Wealth Management's Polaris position peaked at $1.03M in Q2 2023.
478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.