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Essential Partners’s Plexus PLXS Stock Holding History

Essential Partners’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 		$23K Hold
88
– – 0.01% 861
2026
Q2 		$26.5K Sell
88
-1
-1% -$261 0.01% 801
2026
Q1 		$18K Buy
89
+2
+2% +$380 0.01% 969
2025
Q4 		$12.8K Sell
87
-50
-36% -$7.33K ﹤0.01% 1076
2025
Q3 		$19.8K Buy
137
+134
+4,467% +$18.1K 0.01% 892
2025
Q2 		$406 Buy
+3
New +$385 ﹤0.01% 1757

Other funds holding PLXS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Essential Partners's PLXS Position: Q3 2026 in Review

Essential Partners held its Plexus (PLXS) position steady in Q3 2026 at 88 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #861.

Essential Partners first reported a position in PLXS in Q2 2025 and has held it in 6 quarters since. The position peaked at $26.5K in Q2 2026. 43 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Essential Partners held 88 shares of Plexus worth $23K as of Q3 2026.
  • Essential Partners left its Plexus share count unchanged in Q3 2026.
  • Plexus made up 0.01% of Essential Partners's portfolio in Q3 2026, its #861 holding.
  • Essential Partners first reported a position in Plexus in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Plexus position peaked at $26.5K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.