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Diversified Trust’s Plexus PLXS Stock Holding History

Diversified Trust’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 		$1.56M Buy
5,176
+185
+4% +$48.2K 0.02% 350
2026
Q1 		$1.01M Buy
4,991
+530
+12% +$101K 0.02% 456
2025
Q4 		$656K Buy
4,461
+183
+4% +$26.8K 0.01% 574
2025
Q3 		$619K Buy
4,278
+227
+6% +$30.7K 0.01% 566
2025
Q2 		$548K Buy
4,051
+183
+5% +$23.5K 0.01% 569
2025
Q1 		$496K Buy
3,868
+79
+2% +$11.1K 0.01% 578
2024
Q4 		$593K Buy
3,789
+289
+8% +$44.2K 0.01% 543
2024
Q3 		$478K Buy
+3,500
New +$425K 0.01% 598
2021
Q4 		– Sell
-4,162
Closed -$372K – 891
2021
Q3 		$372K Hold
4,162
– – 0.01% 507
2021
Q2 		$380K Sell
4,162
-1,199
-22% -$112K 0.01% 479
2021
Q1 		$492K Sell
5,361
-427
-7% -$36.2K 0.02% 378
2020
Q4 		$453K Buy
5,788
+847
+17% +$63.2K 0.02% 371
2020
Q3 		$349K Sell
4,941
-797
-14% -$58.4K 0.02% 390
2020
Q2 		$405K Buy
+5,738
New +$356K 0.02% 305

Other funds holding PLXS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust's PLXS Position: Q2 2026 in Review

Diversified Trust increased its Plexus (PLXS) stake by 3.7% in Q2 2026, buying an estimated $48.2K and bringing the position to 5,176 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #350.

Diversified Trust first reported a position in PLXS in Q2 2020 and has held it in 14 quarters since. 44 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Diversified Trust held 5,176 shares of Plexus worth $1.56M as of Q2 2026.
  • Diversified Trust bought 185 Plexus shares in Q2 2026, an estimated $48.2K.
  • Plexus made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #350 holding.
  • Diversified Trust first reported a position in Plexus in Q2 2020 and has held it in 14 quarters since.
  • 44 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.