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SHP Wealth Management’s Polaris PII Stock Holding History

SHP 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 		$41.7K Sell
609
-42
-6% -$2.71K ﹤0.01% 587
2026
Q1 		$35.5K Sell
651
-524
-45% -$32.8K ﹤0.01% 575
2025
Q4 		$74.3K Buy
+1,175
New +$77.4K 0.01% 403

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Polaris (PII) stake by 6.5% in Q2 2026, selling an estimated $2.71K and leaving 609 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

SHP Wealth Management first reported a position in PII in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.3K in Q4 2025. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • SHP Wealth Management held 609 shares of Polaris worth $41.7K as of Q2 2026.
  • SHP Wealth Management sold 42 Polaris shares in Q2 2026, an estimated $2.71K.
  • Polaris made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #587 holding.
  • SHP Wealth Management first reported a position in Polaris in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Polaris position peaked at $74.3K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.