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Wealth Enhancement Trust Services’s Polaris PII Stock Holding History

Wealth Enhancement Trust Services’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 		$4.38K Buy
+64
New +$4.12K ﹤0.01% 863

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Trust Services's PII Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Polaris (PII) in Q2 2026: 64 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings.

368 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Wealth Enhancement Trust Services held 64 shares of Polaris worth $4.38K as of Q2 2026.
  • Polaris was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Polaris made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #863 holding.
  • 368 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.