WANY
PII icon

Wealthspire Advisors (New York)’s Polaris PII Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,330
Closed -$77.3K – 2364
2025
Q3 		$77.3K Buy
+1,330
New +$71.7K ﹤0.01% 1096
2021
Q2 		– Sell
-4,173
Closed -$557K – 585
2021
Q1 		$557K Buy
4,173
+160
+4% +$19.5K 0.01% 365
2020
Q4 		$382K Buy
+4,013
New +$384K 0.01% 362

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s PII Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Polaris (PII) in Q4 2025, closing a stake of 1,330 shares — an estimated $77.3K sold.

Wealthspire Advisors (New York) first reported a position in PII in Q4 2020 and held it in 3 quarters. The position peaked at $557K in Q1 2021. 465 funds tracked by Wall St. Rank hold PII as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Polaris position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,330 Polaris shares in Q4 2025, an estimated $77.3K.
  • Wealthspire Advisors (New York) first reported a position in Polaris in Q4 2020 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Polaris position peaked at $557K in Q1 2021.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.