EWA
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EverSource Wealth Advisors’s Plexus PLXS Stock Holding History

EverSource Wealth Advisors’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 		$350K Sell
1,164
-18
-2% -$4.69K 0.01% 733
2026
Q1 		$239K Buy
1,182
+163
+16% +$31K 0.01% 952
2025
Q4 		$150K Buy
1,019
+168
+20% +$24.6K 0.01% 1101
2025
Q3 		$123K Buy
851
+277
+48% +$37.4K ﹤0.01% 1173
2025
Q2 		$77.7K Buy
574
+490
+583% +$62.8K ﹤0.01% 1342
2025
Q1 		$10.8K Sell
84
-33
-28% -$4.64K ﹤0.01% 2074
2024
Q4 		$18.3K Sell
117
-43
-27% -$6.57K ﹤0.01% 1676
2024
Q3 		$21.9K Buy
160
+13
+9% +$1.58K ﹤0.01% 1442
2024
Q2 		$18.8K Hold
147
– – ﹤0.01% 1538
2024
Q1 		$14.8K Buy
147
+4
+3% +$385 ﹤0.01% 1504
2023
Q4 		$15.5K Hold
143
– – ﹤0.01% 1365
2023
Q3 		$13.3K Sell
143
-41
-22% -$3.97K ﹤0.01% 1294
2023
Q2 		$18.1K Hold
184
– – ﹤0.01% 1192
2023
Q1 		$18K Sell
184
-76
-29% -$7.62K ﹤0.01% 1117
2022
Q4 		$26.8K Sell
260
-25
-9% -$2.53K ﹤0.01% 976
2022
Q3 		$25K Hold
285
– – 0.01% 838
2022
Q2 		$22K Buy
285
+86
+43% +$6.97K 0.01% 807
2022
Q1 		$17K Sell
199
-12
-6% -$999 ﹤0.01% 767
2021
Q4 		$20K Buy
+211
New +$19.5K 0.01% 691

Other funds holding PLXS

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EverSource Wealth Advisors's PLXS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Plexus (PLXS) stake by 1.5% in Q2 2026, selling an estimated $4.69K and leaving 1,164 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #733.

EverSource Wealth Advisors first reported a position in PLXS in Q4 2021 and has held it in 19 quarters since. 151 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • EverSource Wealth Advisors held 1,164 shares of Plexus worth $350K as of Q2 2026.
  • EverSource Wealth Advisors sold 18 Plexus shares in Q2 2026, an estimated $4.69K.
  • Plexus made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #733 holding.
  • EverSource Wealth Advisors first reported a position in Plexus in Q4 2021 and has held it in 19 quarters since.
  • 151 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.