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Creative Planning PII Position History
Polaris Inc. • Consumer Cyclical
Quarters held
9
Latest value
$5.7M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q3 2025 | $192K |
| Q4 2025 | $7M |
| Q4 2025 | $206K |
| Q1 2026 | $6.5M |
| Q2 2026 | $216K |
| Q2 2026 | $8.5M |
| Q3 2026 | $160K |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 109.3K | — | — |
| Q3 2026 | $160K | 3.1K | — | — |
| Q2 2026 | $8.5M | 124.0K | — | — |
| Q2 2026 | $216K | 3.1K | — | — |
| Q1 2026 | $6.5M | 119.5K | — | — |
| Q4 2025 | $206K | 3.3K | — | — |
| Q4 2025 | $7M | 110.3K | — | — |
| Q3 2025 | $192K | 3.3K | — | — |
| Q3 2025 | $5.9M | 102.0K | — | — |
Other funds holding PII
$325.2M
$303.3M
$299.6M
$298M
$273.8M
$255.5M
$241.8M
$236.3M