Ulland Investment Advisors’s Polaris PII Stock Holding History

Ulland Investment Advisors’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	–	Sell	-13	Closed	-$1K	–	219
2025 Q4	$1K	Hold	13	–	–	﹤0.01%	212
2025 Q3	$1K	Hold	13	–	–	﹤0.01%	223
2025 Q2	$1K	Hold	13	–	–	﹤0.01%	207
2025 Q1	$1K	Hold	13	–	–	﹤0.01%	211
2024 Q4	$1K	Hold	13	–	–	﹤0.01%	205
2024 Q3	$1K	Hold	13	–	–	﹤0.01%	197
2024 Q2	$1K	Hold	13	–	–	﹤0.01%	215
2024 Q1	$1K	Hold	13	–	–	﹤0.01%	222
2023 Q4	$1K	Hold	13	–	–	﹤0.01%	196
2023 Q3	$1K	Hold	13	–	–	﹤0.01%	209
2023 Q2	$2K	Hold	13	–	–	﹤0.01%	201
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	200
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	208
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	210
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	238
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	256
2021 Q4	$1K	Buy	+13	New	+$1.53K	﹤0.01%	212

Other funds holding PII

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Ulland Investment Advisors's PII Position: Q1 2026 in Review

Ulland Investment Advisors sold out of Polaris (PII) in Q1 2026, closing a stake of 13 shares — an estimated $1K sold.

Ulland Investment Advisors first reported a position in PII in Q4 2021 and held it in 17 quarters. The position peaked at $2K in Q2 2023. 448 funds tracked by Wall St. Rank hold PII as of Q1 2026.

Ulland Investment Advisors reported no remaining Polaris position as of Q1 2026 after selling out during the quarter.
Ulland Investment Advisors sold 13 Polaris shares in Q1 2026, an estimated $1K.
Ulland Investment Advisors first reported a position in Polaris in Q4 2021 and held it in 17 quarters.
Ulland Investment Advisors's Polaris position peaked at $2K in Q2 2023.
448 funds tracked by Wall St. Rank held Polaris as of Q1 2026.

Based on Ulland Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.