Select Equity Group’s Polaris PII Stock Holding History

Select Equity Group’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	$1.26M	Sell	23,100 -15,500	-40%	-$971K	0.01%	168
2025 Q4	$2.44M	Sell	38,600 -14,100	-27%	-$928K	0.01%	177
2025 Q3	$3.06M	Sell	52,700 -23,900	-31%	-$1.29M	0.01%	157
2025 Q2	$3.11M	Buy	+76,600	New	+$2.89M	0.01%	146
2024 Q4	–	Sell	-46,800	Closed	-$3.9M	–	165
2024 Q3	$3.9M	Buy	46,800 +15,400	+49%	+$1.25M	0.01%	105
2024 Q2	$2.46M	Buy	+31,400	New	+$2.66M	0.01%	128

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Select Equity Group's PII Position: Q1 2026 in Review

Select Equity Group reduced its Polaris (PII) stake by 100% in Q1 2026, selling an estimated $31.3M and leaving 311 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Select Equity Group first reported a position in PII in Q1 2014 and has held it in 19 quarters since. The position peaked at $162M in Q3 2024. 444 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Select Equity Group held 311 shares of Polaris worth $16.9K as of Q1 2026.
Select Equity Group sold 499,717 Polaris shares in Q1 2026, an estimated $31.3M.
Polaris made up ﹤0.01% of Select Equity Group's portfolio in Q1 2026, its #174 holding.
Select Equity Group first reported a position in Polaris in Q1 2014 and has held it in 19 quarters since.
Select Equity Group's Polaris position peaked at $162M in Q3 2024.
444 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.