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 Q3	$31.2K	Buy	599 +93	+18%	+$6K	0.01%	688
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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's PII Position: Q3 2026 in Review

True Wealth Design increased its Polaris (PII) stake by 18% in Q3 2026, buying an estimated $6K and bringing the position to 599 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #688.

True Wealth Design first reported a position in PII in Q1 2025 and has held it in 7 quarters since. The position peaked at $34.6K in Q2 2026. 42 funds tracked by Wall St. Rank hold PII as of Q3 2026.

True Wealth Design held 599 shares of Polaris worth $31.2K as of Q3 2026.
True Wealth Design bought 93 Polaris shares in Q3 2026, an estimated $6K.
Polaris made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #688 holding.
True Wealth Design first reported a position in Polaris in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Polaris position peaked at $34.6K in Q2 2026.
42 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.