Endowment Wealth Management
PLXS icon

Endowment Wealth Management’s Plexus PLXS Stock Holding History

Endowment 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 		$349K Hold
1,336
– – 0.12% 114
2026
Q2 		$402K Hold
1,336
– – 0.16% 101
2026
Q1 		$271K Sell
1,336
-472
-26% -$89.7K 0.12% 121
2025
Q4 		$266K Buy
+1,808
New +$265K 0.12% 118
2024
Q4 		– Sell
-1,746
Closed -$239K – 147
2024
Q3 		$239K Buy
+1,746
New +$212K 0.16% 110

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
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
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
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Endowment Wealth Management held its Plexus (PLXS) position steady in Q3 2026 at 1,336 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #114.

Endowment Wealth Management first reported a position in PLXS in Q3 2024 and has held it in 5 quarters since. The position peaked at $402K in Q2 2026. 200 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Endowment Wealth Management held 1,336 shares of Plexus worth $349K as of Q3 2026.
  • Endowment Wealth Management left its Plexus share count unchanged in Q3 2026.
  • Plexus made up 0.12% of Endowment Wealth Management's portfolio in Q3 2026, its #114 holding.
  • Endowment Wealth Management first reported a position in Plexus in Q3 2024 and has held it in 5 quarters since.
  • Endowment Wealth Management's Plexus position peaked at $402K in Q2 2026.
  • 200 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.