Evergreen Capital Management
PLXS icon

Evergreen Capital Management’s Plexus PLXS Stock Holding History

Evergreen Capital 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 		$753K Sell
2,884
-62
-2% -$15.9K 0.01% 642
2026
Q2 		$886K Sell
2,946
-1
-0% -$261 0.02% 601
2026
Q1 		$597K Sell
2,947
-27
-0.9% -$5.13K 0.01% 683
2025
Q4 		$437K Buy
2,974
+423
+17% +$62K 0.01% 825
2025
Q3 		$369K Buy
2,551
+517
+25% +$69.8K 0.01% 824
2025
Q2 		$275K Buy
2,034
+76
+4% +$9.7K 0.01% 844
2025
Q1 		$251K Buy
1,958
+16
+0.8% +$2.25K 0.01% 860
2024
Q4 		$304K Buy
1,942
+19
+1% +$2.9K 0.01% 729
2024
Q3 		$263K Buy
+1,923
New +$233K 0.01% 779
2024
Q1 		– Sell
-1,970
Closed -$213K – 915
2023
Q4 		$213K Buy
+1,970
New +$198K 0.01% 750

Other funds holding PLXS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 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
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Evergreen Capital Management's PLXS Position: Q3 2026 in Review

Evergreen Capital Management reduced its Plexus (PLXS) stake by 2.1% in Q3 2026, selling an estimated $15.9K and leaving 2,884 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #642.

Evergreen Capital Management first reported a position in PLXS in Q4 2023 and has held it in 10 quarters since. The position peaked at $886K in Q2 2026. 84 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Evergreen Capital Management held 2,884 shares of Plexus worth $753K as of Q3 2026.
  • Evergreen Capital Management sold 62 Plexus shares in Q3 2026, an estimated $15.9K.
  • Plexus made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #642 holding.
  • Evergreen Capital Management first reported a position in Plexus in Q4 2023 and has held it in 10 quarters since.
  • Evergreen Capital Management's Plexus position peaked at $886K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.