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
Q2 		$433K Sell
5,199
-443
-8% -$36.8K ﹤0.01% 779
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 $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

Aviva's PLUS Position: Q2 2026 in Review

Aviva reduced its ePlus (PLUS) stake by 7.9% in Q2 2026, selling an estimated $36.8K and leaving 5,199 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Aviva first reported a position in PLUS in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2021. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Aviva held 5,199 shares of ePlus worth $433K as of Q2 2026.
  • Aviva sold 443 ePlus shares in Q2 2026, an estimated $36.8K.
  • ePlus made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #779 holding.
  • Aviva first reported a position in ePlus in Q3 2021 and has held it in 14 quarters since.
  • Aviva's ePlus position peaked at $1.62M in Q4 2021.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.