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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
Q2 		$333K Hold
4,000
– – 0.01% 267
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Destination Wealth Management's PLUS Position: Q2 2026 in Review

Destination Wealth Management held its ePlus (PLUS) position steady in Q2 2026 at 4,000 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #267.

Destination Wealth Management first reported a position in PLUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q4 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Destination Wealth Management held 4,000 shares of ePlus worth $333K as of Q2 2026.
  • Destination Wealth Management left its ePlus share count unchanged in Q2 2026.
  • ePlus made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Destination Wealth Management first reported a position in ePlus in Q4 2024 and has held it in 7 quarters since.
  • Destination Wealth Management's ePlus position peaked at $353K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.