EWM
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Empirical Wealth Management’s Plexus PLXS Stock Holding History

Empirical Wealth Management’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 		$707K Buy
2,351
+493
+27% +$129K 0.01% 521
2026
Q1 		$376K Buy
1,858
+105
+6% +$20K 0.01% 691
2025
Q4 		$258K Buy
1,753
+180
+11% +$26.4K ﹤0.01% 751
2025
Q3 		$228K Buy
+1,573
New +$212K ﹤0.01% 713

Other funds holding PLXS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Empirical Wealth Management's PLXS Position: Q2 2026 in Review

Empirical Wealth Management increased its Plexus (PLXS) stake by 27% in Q2 2026, buying an estimated $129K and bringing the position to 2,351 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #521.

Empirical Wealth Management first reported a position in PLXS in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Empirical Wealth Management held 2,351 shares of Plexus worth $707K as of Q2 2026.
  • Empirical Wealth Management bought 493 Plexus shares in Q2 2026, an estimated $129K.
  • Plexus made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Empirical Wealth Management first reported a position in Plexus in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.