Aviva
PLUS icon

Aviva’s ePlus PLUS Stock Holding History

Aviva’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 		$425K Buy
5,642
+152
+3% +$12.5K ﹤0.01% 765
2025
Q4 		$481K Sell
5,490
-1,150
-17% -$94.9K ﹤0.01% 792
2025
Q3 		$472K Sell
6,640
-116
-2% -$8.18K ﹤0.01% 791
2025
Q2 		$487K Sell
6,756
-2,475
-27% -$163K ﹤0.01% 753
2025
Q1 		$563K Buy
9,231
+1,626
+21% +$115K ﹤0.01% 769
2024
Q4 		$562K Buy
7,605
+735
+11% +$64.2K ﹤0.01% 773
2024
Q3 		$676K Sell
6,870
-1,337
-16% -$118K ﹤0.01% 702
2024
Q2 		$605K Buy
8,207
+251
+3% +$19.2K ﹤0.01% 779
2024
Q1 		$625K Sell
7,956
-1,099
-12% -$85.6K ﹤0.01% 830
2023
Q4 		$723K Sell
9,055
-229
-2% -$15.3K ﹤0.01% 726
2023
Q3 		$590K Buy
+9,284
New +$573K ﹤0.01% 792
2022
Q1 		– Sell
-30,094
Closed -$1.62M – 1093
2021
Q4 		$1.62M Sell
30,094
-944
-3% -$52.1K 0.01% 890
2021
Q3 		$1.59M Buy
+31,038
New +$1.53M 0.01% 865

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 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