Corient Private Wealth
PLXS icon

Corient Private Wealth’s Plexus PLXS Stock Holding History

Corient Private Wealth’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 		$399K Sell
1,979
-1,850
-48% -$352K ﹤0.01% 2148
2025
Q4 		$563K Buy
3,829
+2,011
+111% +$295K ﹤0.01% 2234
2025
Q3 		$263K Buy
1,818
+263
+17% +$35.5K ﹤0.01% 2201
2025
Q2 		$210K Buy
+1,555
New +$199K ﹤0.01% 2212
2025
Q1 		– Sell
-1,437
Closed -$225K – 2411
2024
Q4 		$225K Sell
1,437
-590
-29% -$90.2K ﹤0.01% 2056
2024
Q3 		$277K Sell
2,027
-222
-10% -$26.9K ﹤0.01% 2045
2024
Q2 		$232K Sell
2,249
-86
-4% -$8.85K ﹤0.01% 2047
2024
Q1 		$221K Buy
2,335
+3
+0.1% +$289 ﹤0.01% 2053
2023
Q4 		$252K Buy
+2,332
New +$234K ﹤0.01% 1959

Other funds holding PLXS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return