Empirical Wealth Management
PLXS icon

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
Q3 		$1.17M Buy
4,479
+2,128
+91% +$544K 0.02% 437
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Empirical Wealth Management's PLXS Position: Q3 2026 in Review

Empirical Wealth Management increased its Plexus (PLXS) stake by 91% in Q3 2026, buying an estimated $544K and bringing the position to 4,479 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #437.

Empirical Wealth Management first reported a position in PLXS in Q3 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Empirical Wealth Management held 4,479 shares of Plexus worth $1.17M as of Q3 2026.
  • Empirical Wealth Management bought 2,128 Plexus shares in Q3 2026, an estimated $544K.
  • Plexus made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #437 holding.
  • Empirical Wealth Management first reported a position in Plexus in Q3 2025 and has held it in 5 quarters since.
  • 250 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.