Clearstead Trust’s Plexus PLXS Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-13	Closed	-$1.88K	–	1395
2025 Q3	$1.88K	Hold	13	–	–	﹤0.01%	1012
2025 Q2	$1.76K	Buy	+13	New	+$1.67K	﹤0.01%	990

Other funds holding PLXS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Clearstead Trust's PLXS Position: Q4 2025 in Review

Clearstead Trust sold out of Plexus (PLXS) in Q4 2025, closing a stake of 13 shares — an estimated $1.88K sold.

Clearstead Trust first reported a position in PLXS in Q2 2025 and held it in 2 quarters. The position peaked at $1.88K in Q3 2025. 337 funds tracked by Wall St. Rank hold PLXS as of Q4 2025.

Clearstead Trust reported no remaining Plexus position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 13 Plexus shares in Q4 2025, an estimated $1.88K.
Clearstead Trust first reported a position in Plexus in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Plexus position peaked at $1.88K in Q3 2025.
337 funds tracked by Wall St. Rank held Plexus as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.