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Destination Wealth Management’s ePlus PLUS Stock Holding History

Destination Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$301K Sell
4,000
-29
-0.7% -$2.38K 0.01% 258
2025
Q4 		$353K Hold
4,029
– – 0.01% 236
2025
Q3 		$286K Hold
4,029
– – 0.01% 223
2025
Q2 		$290K Buy
4,029
+29
+0.7% +$1.91K 0.01% 217
2025
Q1 		$244K Hold
4,000
– – 0.01% 220
2024
Q4 		$296K Buy
+4,000
New +$349K 0.01% 201

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Destination Wealth Management's PLUS Position: Q1 2026 in Review

Destination Wealth Management reduced its ePlus (PLUS) stake by 0.72% in Q1 2026, selling an estimated $2.38K and leaving 4,000 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #258.

Destination Wealth Management first reported a position in PLUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $353K in Q4 2025. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Destination Wealth Management held 4,000 shares of ePlus worth $301K as of Q1 2026.
  • Destination Wealth Management sold 29 ePlus shares in Q1 2026, an estimated $2.38K.
  • ePlus made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #258 holding.
  • Destination Wealth Management first reported a position in ePlus in Q4 2024 and has held it in 6 quarters since.
  • Destination Wealth Management's ePlus position peaked at $353K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.