EPW
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Evolve Private Wealth’s Plexus PLXS Stock Holding History

Evolve Private Wealth’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 		$1.1M Buy
3,666
+59
+2% +$15.4K 0.07% 259
2026
Q1 		$731K Buy
3,607
+138
+4% +$26.2K 0.04% 426
2025
Q4 		$510K Buy
+3,469
New +$509K 0.03% 526

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Evolve Private Wealth's PLXS Position: Q2 2026 in Review

Evolve Private Wealth increased its Plexus (PLXS) stake by 1.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 3,666 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #259.

Evolve Private Wealth first reported a position in PLXS in Q4 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Evolve Private Wealth held 3,666 shares of Plexus worth $1.1M as of Q2 2026.
  • Evolve Private Wealth bought 59 Plexus shares in Q2 2026, an estimated $15.4K.
  • Plexus made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #259 holding.
  • Evolve Private Wealth first reported a position in Plexus in Q4 2025 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.