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Avaii Wealth Management’s Plexus PLXS Stock Holding History

Avaii Wealth Management’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 		$253K Sell
925
-225
-20% -$57.6K 0.07% 154
2026
Q2 		$346K Hold
1,150
– – 0.1% 126
2026
Q1 		$233K Buy
+1,150
New +$219K 0.08% 145

Other funds holding PLXS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Avaii Wealth Management's PLXS Position: Q3 2026 in Review

Avaii Wealth Management reduced its Plexus (PLXS) stake by 20% in Q3 2026, selling an estimated $57.6K and leaving 925 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #154.

Avaii Wealth Management first reported a position in PLXS in Q1 2026 and has held it in 3 quarters since. The position peaked at $346K in Q2 2026. 60 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Avaii Wealth Management held 925 shares of Plexus worth $253K as of Q3 2026.
  • Avaii Wealth Management sold 225 Plexus shares in Q3 2026, an estimated $57.6K.
  • Plexus made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #154 holding.
  • Avaii Wealth Management first reported a position in Plexus in Q1 2026 and has held it in 3 quarters since.
  • Avaii Wealth Management's Plexus position peaked at $346K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.