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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
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
Capital World Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's PII Position: Q1 2026 in Review

SHP Wealth Management reduced its Polaris (PII) stake by 45% in Q1 2026, selling an estimated $32.8K and leaving 651 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

SHP Wealth Management first reported a position in PII in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.3K in Q4 2025. 445 funds tracked by Wall St. Rank hold PII as of Q1 2026.

  • SHP Wealth Management held 651 shares of Polaris worth $35.5K as of Q1 2026.
  • SHP Wealth Management sold 524 Polaris shares in Q1 2026, an estimated $32.8K.
  • Polaris made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #575 holding.
  • SHP Wealth Management first reported a position in Polaris in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Polaris position peaked at $74.3K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.