Rothwell Investment Advisors, LLC’s ePlus PLUS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.3K	Buy	+303	New	+$27K	0.01%	557

Other funds holding PLUS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PLUS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in ePlus (PLUS) in Q3 2026: 303 shares worth $27.3K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings.

124 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

Rothwell Investment Advisors, LLC held 303 shares of ePlus worth $27.3K as of Q3 2026.
ePlus was a new Rothwell Investment Advisors, LLC position in Q3 2026.
ePlus made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #557 holding.
124 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.