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 $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return