Carson Wealth (CWM LLC)
PLXS icon

Carson Wealth (CWM LLC)’s Plexus PLXS Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.5M Buy
7,411
+2,724
+58% +$518K ﹤0.01% 1329
2025
Q4 		$689K Buy
4,687
+361
+8% +$52.9K ﹤0.01% 1721
2025
Q3 		$626K Buy
4,326
+3,789
+706% +$512K ﹤0.01% 1679
2025
Q2 		$73K Buy
537
+213
+66% +$27.3K ﹤0.01% 2981
2025
Q1 		$42K Buy
324
+17
+6% +$2.39K ﹤0.01% 3127
2024
Q4 		$48K Buy
307
+90
+41% +$13.8K ﹤0.01% 2838
2024
Q3 		$30K Buy
217
+22
+11% +$2.67K ﹤0.01% 3098
2024
Q2 		$20K Buy
195
+31
+19% +$3.19K ﹤0.01% 3116
2024
Q1 		$16K Sell
164
-77
-32% -$7.41K ﹤0.01% 3051
2023
Q4 		$26K Sell
241
-8
-3% -$803 ﹤0.01% 2604
2023
Q3 		$23K Buy
249
+7
+3% +$678 ﹤0.01% 2608
2023
Q2 		$24K Sell
242
-171
-41% -$15.7K ﹤0.01% 2516
2023
Q1 		$40K Buy
413
+123
+42% +$12.3K ﹤0.01% 2033
2022
Q4 		$30K Buy
290
+20
+7% +$2.02K ﹤0.01% 2086
2022
Q3 		$24K Buy
270
+83
+44% +$7.4K ﹤0.01% 2117
2022
Q2 		$15K Buy
187
+89
+91% +$7.21K ﹤0.01% 2325
2022
Q1 		$8K Buy
98
+3
+3% +$250 ﹤0.01% 2632
2021
Q4 		$9K Buy
+95
New +$8.77K ﹤0.01% 2426
2017
Q1 		– Sell
-21
Closed -$1K – 1282
2016
Q4 		$1K Buy
+21
New +$1.04K ﹤0.01% 1066

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PLXS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Plexus (PLXS) stake by 58% in Q1 2026, buying an estimated $518K and bringing the position to 7,411 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Carson Wealth (CWM LLC) first reported a position in PLXS in Q4 2016 and has held it in 19 quarters since. 382 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,411 shares of Plexus worth $1.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,724 Plexus shares in Q1 2026, an estimated $518K.
  • Plexus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1329 holding.
  • Carson Wealth (CWM LLC) first reported a position in Plexus in Q4 2016 and has held it in 19 quarters since.
  • 382 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.