Unique Wealth Strategies’s Polaris PII Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-10,450	Closed	-$425K	–	245
2025 Q2	$425K	Buy	10,450 +5,258	+101%	+$198K	0.18%	166
2025 Q1	$213K	Sell	5,192 -8	-0.2%	-$381	0.1%	177
2024 Q4	$300K	Sell	5,200 -4,309	-45%	-$300K	0.13%	171
2024 Q3	$792K	Sell	9,509 -1,169	-11%	-$95K	0.33%	78
2024 Q2	$1.07M	Hold	10,678	–	–	0.5%	48
2024 Q1	$1.07M	Buy	+10,678	New	+$981K	0.52%	48

Other funds holding PII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Unique Wealth Strategies's PII Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Polaris (PII) in Q3 2025, closing a stake of 10,450 shares — an estimated $425K sold.

Unique Wealth Strategies first reported a position in PII in Q1 2024 and held it in 6 quarters. The position peaked at $1.07M in Q2 2024. 426 funds tracked by Wall St. Rank hold PII as of Q3 2025.

Unique Wealth Strategies reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
Unique Wealth Strategies sold 10,450 Polaris shares in Q3 2025, an estimated $425K.
Unique Wealth Strategies first reported a position in Polaris in Q1 2024 and held it in 6 quarters.
Unique Wealth Strategies's Polaris position peaked at $1.07M in Q2 2024.
426 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.