Covestor’s Plexus PLXS Stock Holding History

Covestor’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	$28K	Sell	139 -101	-42%	-$19.2K	0.02%	984
2025 Q4	$35K	Buy	240 +162	+208%	+$23.8K	0.02%	1042
2025 Q3	$11K	Sell	78 -5	-6%	-$675	0.01%	1560
2025 Q2	$11K	Buy	83 +21	+34%	+$2.69K	0.01%	1549
2025 Q1	$8K	Buy	62 +3	+5%	+$422	0.01%	1636
2024 Q4	$9K	Buy	59 +58	+5,800%	+$8.87K	0.01%	1605
2024 Q3	$0	Hold	1	–	–	﹤0.01%	2635
2024 Q2	$0	Hold	1	–	–	﹤0.01%	2638
2024 Q1	$0	Hold	1	–	–	﹤0.01%	2636
2023 Q4	$0	Sell	1 -1	-50%	-$100	﹤0.01%	2605
2023 Q3	$0	Hold	2	–	–	﹤0.01%	2593
2023 Q2	$0	Hold	2	–	–	﹤0.01%	2539
2023 Q1	$0	Hold	2	–	–	﹤0.01%	2464
2022 Q4	$0	Hold	2	–	–	﹤0.01%	2486
2022 Q3	$0	Sell	2 -40	-95%	-$3.57K	﹤0.01%	2449
2022 Q2	$3K	Sell	42 -6	-13%	-$486	﹤0.01%	1541
2022 Q1	$4K	Buy	48 +5	+12%	+$416	﹤0.01%	1551
2021 Q4	$4K	Buy	+43	New	+$3.97K	0.01%	1410

Other funds holding PLXS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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 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