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True Wealth Design’s Polaris PII Stock Holding History

True Wealth Design’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 		$34.6K Buy
506
+104
+26% +$6.7K 0.01% 625
2026
Q1 		$21.9K Buy
402
+31
+8% +$1.94K 0.01% 677
2025
Q4 		$23.5K Hold
371
– – 0.01% 558
2025
Q3 		$21.6K Buy
371
+293
+376% +$15.8K 0.01% 576
2025
Q2 		$3.17K Buy
78
+22
+39% +$829 ﹤0.01% 990
2025
Q1 		$2.29K Buy
+56
New +$2.67K ﹤0.01% 960

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 $3.37T AUM 44.26% 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

True Wealth Design's PII Position: Q2 2026 in Review

True Wealth Design increased its Polaris (PII) stake by 26% in Q2 2026, buying an estimated $6.7K and bringing the position to 506 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #625.

True Wealth Design first reported a position in PII in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • True Wealth Design held 506 shares of Polaris worth $34.6K as of Q2 2026.
  • True Wealth Design bought 104 Polaris shares in Q2 2026, an estimated $6.7K.
  • Polaris made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #625 holding.
  • True Wealth Design first reported a position in Polaris in Q1 2025 and has held it in 6 quarters since.
  • 478 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.