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Cascade Investment Advisors’s ePlus PLUS Stock Holding History

Cascade Investment Advisors’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
2025
Q2 		– Sell
-16,264
Closed -$993K – 115
2025
Q1 		$993K Buy
16,264
+260
+2% +$18.4K 0.67% 74
2024
Q4 		$1.18M Buy
16,004
+275
+2% +$24K 0.76% 67
2024
Q3 		$1.55M Buy
15,729
+30
+0.2% +$2.64K 0.98% 45
2024
Q2 		$1.16M Buy
15,699
+310
+2% +$23.7K 0.78% 65
2024
Q1 		$1.21M Buy
15,389
+2,915
+23% +$227K 0.79% 65
2023
Q4 		$996K Buy
+12,474
New +$834K 0.71% 72

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Investment Advisors's PLUS Position: Q2 2025 in Review

Cascade Investment Advisors sold out of ePlus (PLUS) in Q2 2025, closing a stake of 16,264 shares — an estimated $993K sold.

Cascade Investment Advisors first reported a position in PLUS in Q4 2023 and held it in 6 quarters. The position peaked at $1.55M in Q3 2024. 251 funds tracked by Wall St. Rank hold PLUS as of Q2 2025.

  • Cascade Investment Advisors reported no remaining ePlus position as of Q2 2025 after selling out during the quarter.
  • Cascade Investment Advisors sold 16,264 ePlus shares in Q2 2025, an estimated $993K.
  • Cascade Investment Advisors first reported a position in ePlus in Q4 2023 and held it in 6 quarters.
  • Cascade Investment Advisors's ePlus position peaked at $1.55M in Q3 2024.
  • 251 funds tracked by Wall St. Rank held ePlus as of Q2 2025.

Based on Cascade Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.