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Clearstead Advisors’s Plexus PLXS Stock Holding History

Clearstead Advisors’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
Q2 		$10.8K Buy
+36
New +$9.39K ﹤0.01% 1955
2026
Q1 		– Sell
-9
Closed -$1.32K – 2705
2025
Q4 		$1.32K Sell
9
-43
-83% -$6.3K ﹤0.01% 2195
2025
Q3 		$7.52K Sell
52
-1,712
-97% -$231K ﹤0.01% 2013
2025
Q2 		$239K Buy
1,764
+8
+0.5% +$1.03K ﹤0.01% 845
2025
Q1 		$225K Buy
1,756
+240
+16% +$33.7K ﹤0.01% 799
2024
Q4 		$237K Sell
1,516
-179
-11% -$27.4K ﹤0.01% 804
2024
Q3 		$232K Sell
1,695
-90
-5% -$10.9K ﹤0.01% 807
2024
Q2 		$184K Buy
1,785
+1,405
+370% +$145K ﹤0.01% 840
2024
Q1 		$40.7K Buy
380
+130
+52% +$12.5K ﹤0.01% 812
2023
Q4 		$27K Hold
250
– – ﹤0.01% 886
2023
Q3 		$23.2K Buy
+250
New +$24.2K ﹤0.01% 999

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Clearstead Advisors's PLXS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Plexus (PLXS) in Q2 2026: 36 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PLXS as recently as Q4 2025.

Clearstead Advisors first reported a position in PLXS in Q3 2023 and has held it in 11 quarters since. The position peaked at $239K in Q2 2025. 201 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Clearstead Advisors held 36 shares of Plexus worth $10.8K as of Q2 2026.
  • Plexus was a new Clearstead Advisors position in Q2 2026.
  • Plexus made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1955 holding.
  • Clearstead Advisors first reported a position in Plexus in Q3 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Plexus position peaked at $239K in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.