Trajan Wealth’s Polaris PII Stock Holding History

Trajan Wealth’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 Q1	–	Sell	-3,549	Closed	-$204K	–	179
2024 Q4	$204K	Buy	3,549 +676	+24%	+$47K	0.01%	173
2024 Q3	$239K	Buy	+2,873	New	+$233K	0.01%	161
2024 Q2	–	Sell	-2,431	Closed	-$243K	–	178
2024 Q1	$243K	Buy	+2,431	New	+$223K	0.02%	152

Other funds holding PII

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Trajan Wealth's PII Position: Q1 2025 in Review

Trajan Wealth sold out of Polaris (PII) in Q1 2025, closing a stake of 3,549 shares — an estimated $204K sold.

Trajan Wealth first reported a position in PII in Q1 2024 and held it in 3 quarters. The position peaked at $243K in Q1 2024. 393 funds tracked by Wall St. Rank hold PII as of Q1 2025.

Trajan Wealth reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
Trajan Wealth sold 3,549 Polaris shares in Q1 2025, an estimated $204K.
Trajan Wealth first reported a position in Polaris in Q1 2024 and held it in 3 quarters.
Trajan Wealth's Polaris position peaked at $243K in Q1 2024.
393 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.