Focus Partners Wealth
PLUS icon

Focus Partners Wealth’s ePlus PLUS Stock Holding History

Focus Partners Wealth’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,170
Closed -$340K – 2769
2025
Q3 		$340K Buy
+2,170
New +$153K ﹤0.01% 1786

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Wealth's PLUS Position: Q4 2025 in Review

Focus Partners Wealth sold out of ePlus (PLUS) in Q4 2025, closing a stake of 2,170 shares — an estimated $340K sold.

Focus Partners Wealth first reported a position in PLUS in Q3 2025 and held it in 1 quarter. The position peaked at $340K in Q3 2025. 273 funds tracked by Wall St. Rank hold PLUS as of Q4 2025.

  • Focus Partners Wealth reported no remaining ePlus position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 2,170 ePlus shares in Q4 2025, an estimated $340K.
  • Focus Partners Wealth first reported a position in ePlus in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's ePlus position peaked at $340K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held ePlus as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.