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Annis Gardner Whiting Capital Advisors’s ePlus PLUS Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		$261K Buy
3,136
+3,124
+26,033% +$260K 0.04% 301
2026
Q1 		$903 Hold
12
– – ﹤0.01% 1166
2025
Q4 		$1.05K Hold
12
– – ﹤0.01% 1044
2025
Q3 		$853 Hold
12
– – ﹤0.01% 1010
2025
Q2 		$866 Buy
+12
New +$789 ﹤0.01% 1104

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PLUS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its ePlus (PLUS) stake by 26,033% in Q2 2026, buying an estimated $260K and bringing the position to 3,136 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #301.

Annis Gardner Whiting Capital Advisors first reported a position in PLUS in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 3,136 shares of ePlus worth $261K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 3,124 ePlus shares in Q2 2026, an estimated $260K.
  • ePlus made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #301 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in ePlus in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.