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Tortoise Investment Management’s Polaris PII Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-2
Closed -$116 – 1107
2025
Q3 		$116 Buy
+2
New +$108 ﹤0.01% 1357
2017
Q1 		– Sell
-20
Closed -$2K – 504
2016
Q4 		$2K Sell
20
-11
-35% -$897 ﹤0.01% 450
2016
Q3 		$2K Sell
31
-31
-50% -$2.69K ﹤0.01% 402
2016
Q2 		$5K Buy
+62
New +$5.5K ﹤0.01% 393

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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's PII Position: Q4 2025 in Review

Tortoise Investment Management sold out of Polaris (PII) in Q4 2025, closing a stake of 2 shares — an estimated $116 sold.

Tortoise Investment Management first reported a position in PII in Q2 2016 and held it in 4 quarters. The position peaked at $5K in Q2 2016. 464 funds tracked by Wall St. Rank hold PII as of Q4 2025.

  • Tortoise Investment Management reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Polaris shares in Q4 2025, an estimated $116.
  • Tortoise Investment Management first reported a position in Polaris in Q2 2016 and held it in 4 quarters.
  • Tortoise Investment Management's Polaris position peaked at $5K in Q2 2016.
  • 464 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.