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Atria Investments’s ePlus PLUS Stock Holding History

Atria Investments’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
Q1 		– Sell
-3,027
Closed -$266K – 2126
2025
Q4 		$266K Buy
3,027
+32
+1% +$2.64K ﹤0.01% 1807
2025
Q3 		$213K Sell
2,995
-29
-1% -$2.04K ﹤0.01% 1918
2025
Q2 		$218K Buy
+3,024
New +$199K ﹤0.01% 1874
2024
Q4 		– Sell
-2,055
Closed -$202K – 1956
2024
Q3 		$202K Buy
+2,055
New +$181K ﹤0.01% 1826

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Atria Investments's PLUS Position: Q1 2026 in Review

Atria Investments sold out of ePlus (PLUS) in Q1 2026, closing a stake of 3,027 shares — an estimated $266K sold.

Atria Investments first reported a position in PLUS in Q3 2024 and held it in 4 quarters. The position peaked at $266K in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Atria Investments reported no remaining ePlus position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 3,027 ePlus shares in Q1 2026, an estimated $266K.
  • Atria Investments first reported a position in ePlus in Q3 2024 and held it in 4 quarters.
  • Atria Investments's ePlus position peaked at $266K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.