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PLXS icon

Congress Asset Management’s Plexus PLXS Stock Holding History

Congress Asset Management’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 		$31.2M Buy
103,733
+84,478
+439% +$22M 0.19% 128
2026
Q1 		$3.9M Buy
19,255
+2,556
+15% +$486K 0.03% 260
2025
Q4 		$2.45M Buy
16,699
+454
+3% +$66.6K 0.02% 274
2025
Q3 		$2.35M Buy
16,245
+88
+0.5% +$11.9K 0.02% 273
2025
Q2 		$2.19M Buy
16,157
+24
+0.1% +$3.08K 0.02% 281
2025
Q1 		$2.07M Sell
16,133
-97
-0.6% -$13.6K 0.02% 272
2024
Q4 		$2.54M Buy
16,230
+281
+2% +$43K 0.02% 269
2024
Q3 		$2.18M Sell
15,949
-155
-1% -$18.8K 0.01% 270
2024
Q2 		$1.66M Sell
16,104
-169
-1% -$17.4K 0.01% 285
2024
Q1 		$1.54M Buy
16,273
+184
+1% +$17.7K 0.01% 287
2023
Q4 		$1.74M Buy
16,089
+49
+0.3% +$4.92K 0.01% 298
2023
Q3 		$1.49M Buy
16,040
+22
+0.1% +$2.13K 0.01% 294
2023
Q2 		$1.57M Buy
16,018
+121
+0.8% +$11.1K 0.01% 293
2023
Q1 		$1.55M Buy
15,897
+1,578
+11% +$158K 0.01% 292
2022
Q4 		$1.47M Buy
14,319
+95
+0.7% +$9.6K 0.01% 298
2022
Q3 		$1.25M Buy
14,224
+56
+0.4% +$5K 0.01% 297
2022
Q2 		$1.11M Hold
14,168
– – 0.01% 312
2022
Q1 		$1.16M Sell
14,168
-2,880
-17% -$240K 0.01% 311
2021
Q4 		$1.64M Buy
17,048
+5
+0% +$462 0.01% 298
2021
Q3 		$1.52M Buy
17,043
+460
+3% +$40.9K 0.01% 287
2021
Q2 		$1.52M Buy
+16,583
New +$1.55M 0.01% 286

Other funds holding PLXS

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return