Carolinas Wealth Consulting’s Plexus PLXS Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-21	Closed	-$2.69K	–	699
2025 Q1	$2.69K	Hold	21	–	–	﹤0.01%	735
2024 Q4	$3.29K	Sell	21 -2	-9%	-$306	﹤0.01%	719
2024 Q3	$3.15K	Hold	23	–	–	﹤0.01%	735
2024 Q2	$2.37K	Sell	23 -4	-15%	-$412	﹤0.01%	771
2024 Q1	$2.56K	Hold	27	–	–	﹤0.01%	754
2023 Q4	$2.92K	Sell	27 -2	-7%	-$201	﹤0.01%	696
2023 Q3	$2.85K	Hold	29	–	–	﹤0.01%	697
2023 Q2	$2.85K	Sell	29 -5	-15%	-$458	﹤0.01%	766
2023 Q1	$3.32K	Sell	34 -5	-13%	-$501	﹤0.01%	753
2022 Q4	$4.01K	Sell	39 -1	-3%	-$101	﹤0.01%	715
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	687
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	732
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	770
2021 Q4	$4K	Sell	40 -1	-2%	-$92	﹤0.01%	741
2021 Q3	$4K	Hold	41	–	–	﹤0.01%	709
2021 Q2	$4K	Hold	41	–	–	﹤0.01%	739
2021 Q1	$4K	Hold	41	–	–	﹤0.01%	746
2020 Q4	$3K	Sell	41 -8	-16%	-$597	﹤0.01%	711
2020 Q3	$3K	Buy	+49	New	+$3.59K	﹤0.01%	650

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's PLXS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Plexus (PLXS) in Q2 2025, closing a stake of 21 shares — an estimated $2.69K sold.

Carolinas Wealth Consulting first reported a position in PLXS in Q3 2020 and held it in 19 quarters. The position peaked at $4.01K in Q4 2022. 331 funds tracked by Wall St. Rank hold PLXS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Plexus position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 21 Plexus shares in Q2 2025, an estimated $2.69K.
Carolinas Wealth Consulting first reported a position in Plexus in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Plexus position peaked at $4.01K in Q4 2022.
331 funds tracked by Wall St. Rank held Plexus as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.