DiNuzzo Private Wealth’s Plexus PLXS Stock Holding History

DiNuzzo 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 Q2	$1.8K	Hold	6	–	–	﹤0.01%	719
2026 Q1	$1.22K	Hold	6	–	–	﹤0.01%	815
2025 Q4	$882	Hold	6	–	–	﹤0.01%	914
2025 Q3	$823	Hold	6	–	–	﹤0.01%	936
2025 Q2	$812	Hold	6	–	–	﹤0.01%	921
2025 Q1	$769	Hold	6	–	–	﹤0.01%	910
2024 Q4	$939	Hold	6	–	–	﹤0.01%	871
2024 Q3	$821	Hold	6	–	–	﹤0.01%	934
2024 Q2	$620	Buy	6 +1	+20%	+$103	﹤0.01%	964
2024 Q1	$475	Sell	5 -2	-29%	-$193	﹤0.01%	991
2023 Q4	$757	Buy	+7	New	+$703	﹤0.01%	812

Other funds holding PLXS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM