BTW
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Boston Trust Walden’s Plexus PLXS Stock Holding History

Boston Trust Walden’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
Q1 		$60M Sell
296,479
-42,671
-13% -$8.11M 0.49% 68
2025
Q4 		$49.9M Sell
339,150
-23,891
-7% -$3.5M 0.38% 101
2025
Q3 		$52.5M Sell
363,041
-6,372
-2% -$861K 0.39% 102
2025
Q2 		$50M Sell
369,413
-8,835
-2% -$1.13M 0.36% 112
2025
Q1 		$48.5M Sell
378,248
-6,036
-2% -$848K 0.35% 114
2024
Q4 		$60.1M Sell
384,284
-6,954
-2% -$1.06M 0.42% 87
2024
Q3 		$53.5M Sell
391,238
-10,001
-2% -$1.21M 0.37% 105
2024
Q2 		$41.4M Buy
401,239
+355
+0.1% +$36.5K 0.31% 129
2024
Q1 		$38M Sell
400,884
-1,498
-0.4% -$144K 0.27% 132
2023
Q4 		$43.5M Buy
402,382
+4,500
+1% +$452K 0.33% 120
2023
Q3 		$37M Buy
397,882
+109,536
+38% +$10.6M 0.31% 116
2023
Q2 		$28.3M Buy
+288,346
New +$26.4M 0.23% 146

Other funds holding PLXS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return