Rothwell Investment Advisors, LLC’s Plexus PLXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$198K	Buy	+758	New	+$194K	0.11%	175

Other funds holding PLXS

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

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Rothwell Investment Advisors, LLC opened a new position in Plexus (PLXS) in Q3 2026: 758 shares worth $198K. The stake represents 0.11% of the portfolio and ranks #175 among its holdings.

200 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

Rothwell Investment Advisors, LLC held 758 shares of Plexus worth $198K as of Q3 2026.
Plexus was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Plexus made up 0.11% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #175 holding.
200 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

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