Fortitude Family Office’s ePlus PLUS Stock Holding History

Fortitude Family Office’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
2026 Q2	$749	Buy	9 +8	+800%	+$665	﹤0.01%	1860
2026 Q1	$75	Hold	1	–	–	﹤0.01%	1871
2025 Q4	$88	Sell	1 -1	-50%	-$83	﹤0.01%	1897
2025 Q3	$142	Hold	2	–	–	﹤0.01%	1940
2025 Q2	$144	Buy	+2	New	+$132	﹤0.01%	1987

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fortitude Family Office's PLUS Position: Q2 2026 in Review

Fortitude Family Office increased its ePlus (PLUS) stake by 800% in Q2 2026, buying an estimated $665 and bringing the position to 9 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Fortitude Family Office first reported a position in PLUS in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

Fortitude Family Office held 9 shares of ePlus worth $749 as of Q2 2026.
Fortitude Family Office bought 8 ePlus shares in Q2 2026, an estimated $665.
ePlus made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1860 holding.
Fortitude Family Office first reported a position in ePlus in Q2 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.