First Manhattan’s Plexus PLXS Stock Holding History

First Manhattan’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 Q1	$1.88M	Sell	9,289 -685	-7%	-$130K	0.01%	359
2025 Q4	$1.47M	Hold	9,974	–	–	﹤0.01%	381
2025 Q3	$1.44M	Hold	9,974	–	–	﹤0.01%	376
2025 Q2	$1.35M	Sell	9,974 -2,632	-21%	-$337K	﹤0.01%	381
2025 Q1	$1.62M	Sell	12,606 -1,100	-8%	-$155K	﹤0.01%	327
2024 Q4	$2.14M	Hold	13,706	–	–	0.01%	299
2024 Q3	$1.87M	Sell	13,706 -1,117	-8%	-$136K	0.01%	299
2024 Q2	$1.53M	Sell	14,823 -435	-3%	-$44.8K	﹤0.01%	319
2024 Q1	$1.45M	Sell	15,258 -558	-4%	-$53.7K	﹤0.01%	336
2023 Q4	$1.71M	Sell	15,816 -595	-4%	-$59.8K	0.01%	315
2023 Q3	$1.53M	Sell	16,411 -289	-2%	-$28K	0.01%	339
2023 Q2	$1.64M	Sell	16,700 -500	-3%	-$45.8K	0.01%	329
2023 Q1	$1.68M	Sell	17,200 -700	-4%	-$70.2K	0.01%	349
2022 Q4	$1.84M	Hold	17,900	–	–	0.01%	345
2022 Q3	$1.57M	Hold	17,900	–	–	0.01%	348
2022 Q2	$1.41M	Hold	17,900	–	–	0.01%	377
2022 Q1	$1.46M	Sell	17,900 -100	-0.6%	-$8.32K	﹤0.01%	402
2021 Q4	$1.73M	Sell	18,000 -125	-0.7%	-$11.5K	0.01%	366
2021 Q3	$1.62M	Hold	18,125	–	–	0.01%	366
2021 Q2	$1.66M	Hold	18,125	–	–	0.01%	359
2021 Q1	$1.66M	Sell	18,125 -500	-3%	-$42.4K	0.01%	352
2020 Q4	$1.46M	Hold	18,625	–	–	0.01%	349
2020 Q3	$1.31M	Hold	18,625	–	–	0.01%	355
2020 Q2	$1.31M	Hold	18,625	–	–	0.01%	356
2020 Q1	$1.02M	Hold	18,625	–	–	0.01%	378
2019 Q4	$1.43M	Sell	18,625 -400	-2%	-$29K	0.01%	367
2019 Q3	$1.19M	Sell	19,025 -800	-4%	-$47.4K	0.01%	392
2019 Q2	$1.16M	Sell	19,825 -550	-3%	-$31.7K	0.01%	410
2019 Q1	$1.24M	Hold	20,375	–	–	0.01%	406
2018 Q4	$1.04M	Hold	20,375	–	–	0.01%	434
2018 Q3	$1.19M	Hold	20,375	–	–	0.01%	441
2018 Q2	$1.21M	Hold	20,375	–	–	0.01%	421
2018 Q1	$1.22M	Sell	20,375 -350	-2%	-$21.5K	0.01%	411
2017 Q4	$1.26M	Hold	20,725	–	–	0.01%	416
2017 Q3	$1.16M	Sell	20,725 -300	-1%	-$15.8K	0.01%	416
2017 Q2	$1.1M	Hold	21,025	–	–	0.01%	417
2017 Q1	$1.22M	Sell	21,025 -175	-0.8%	-$9.76K	0.01%	406
2016 Q4	$1.15M	Hold	21,200	–	–	0.01%	401
2016 Q3	$991K	Hold	21,200	–	–	0.01%	423
2016 Q2	$915K	Hold	21,200	–	–	0.01%	431
2016 Q1	$837K	Sell	21,200 -1,300	-6%	-$46.1K	0.01%	435
2015 Q4	$785K	Hold	22,500	–	–	﹤0.01%	447
2015 Q3	$868K	Sell	22,500 -400	-2%	-$15.3K	0.01%	440
2015 Q2	$1M	Sell	22,900 -1,000	-4%	-$44.3K	0.01%	427
2015 Q1	$974K	Sell	23,900 -1,000	-4%	-$40.1K	0.01%	430
2014 Q4	$1.03M	Hold	24,900	–	–	0.01%	424
2014 Q3	$919K	Hold	24,900	–	–	0.01%	436
2014 Q2	$1.08M	Hold	24,900	–	–	0.01%	402
2014 Q1	$997K	Sell	24,900 -4,700	-16%	-$192K	0.01%	412
2013 Q4	$1.28M	Hold	29,600	–	–	0.01%	387
2013 Q3	$1.1M	Hold	29,600	–	–	0.01%	396
2013 Q2	$987K	Buy	+29,600	New	+$822K	0.01%	408

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Manhattan's PLXS Position: Q1 2026 in Review

First Manhattan reduced its Plexus (PLXS) stake by 6.9% in Q1 2026, selling an estimated $130K and leaving 9,289 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #359.

First Manhattan first reported a position in PLXS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.14M in Q4 2024. 380 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

First Manhattan held 9,289 shares of Plexus worth $1.88M as of Q1 2026.
First Manhattan sold 685 Plexus shares in Q1 2026, an estimated $130K.
Plexus made up 0.01% of First Manhattan's portfolio in Q1 2026, its #359 holding.
First Manhattan first reported a position in Plexus in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Plexus position peaked at $2.14M in Q4 2024.
380 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.