AssetMark Inc’s Plexus PLXS Stock Holding History

AssetMark Inc’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 Q2	$44.5K	Buy	148 +106	+252%	+$27.6K	﹤0.01%	1877
2026 Q1	$8.51K	Buy	42 +18	+75%	+$3.42K	﹤0.01%	2375
2025 Q4	$3.53K	Buy	24 +9	+60%	+$1.32K	﹤0.01%	2580
2025 Q3	$2.17K	Buy	15 +11	+275%	+$1.49K	﹤0.01%	2609
2025 Q2	$541	Buy	+4	New	+$513	﹤0.01%	2730
2025 Q1	–	Sell	-133	Closed	-$20.8K	–	2735
2024 Q4	$20.8K	Hold	133	–	–	﹤0.01%	1641
2024 Q3	$18.2K	Buy	+133	New	+$16.1K	﹤0.01%	1511
2018 Q1	–	Sell	-50	Closed	-$3K	–	1846
2017 Q4	$3K	Buy	50 +38	+317%	+$2.3K	﹤0.01%	1370
2017 Q3	$1K	Buy	+12	New	+$632	﹤0.01%	1387

Other funds holding PLXS

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

AssetMark Inc's PLXS Position: Q2 2026 in Review

AssetMark Inc increased its Plexus (PLXS) stake by 252% in Q2 2026, buying an estimated $27.6K and bringing the position to 148 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

AssetMark Inc first reported a position in PLXS in Q3 2017 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

AssetMark Inc held 148 shares of Plexus worth $44.5K as of Q2 2026.
AssetMark Inc bought 106 Plexus shares in Q2 2026, an estimated $27.6K.
Plexus made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1877 holding.
AssetMark Inc first reported a position in Plexus in Q3 2017 and has held it in 9 quarters since.
181 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.