Fuller & Thaler Asset Management’s Plexus PLXS Stock Holding History

Fuller & Thaler Asset Management’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	$220M	Buy	732,397 +143,619	+24%	+$37.5M	0.6%	42
2026 Q1	$119M	Buy	588,778 +142,073	+32%	+$27M	0.4%	88
2025 Q4	$65.7M	Buy	446,705 +24,441	+6%	+$3.58M	0.22%	170
2025 Q3	$61.1M	Buy	422,264 +25,754	+6%	+$3.48M	0.21%	169
2025 Q2	$53.7M	Buy	396,510 +48,000	+14%	+$6.15M	0.2%	183
2025 Q1	$44.7M	Buy	348,510 +190,360	+120%	+$26.8M	0.17%	189
2024 Q4	$24.7M	Buy	+158,150	New	+$24.2M	0.09%	248
2017 Q3	–	Sell	-900	Closed	-$47K	–	745
2017 Q2	$47K	Hold	900	–	–	﹤0.01%	618
2017 Q1	$52K	Hold	900	–	–	﹤0.01%	606
2016 Q4	$49K	Hold	900	–	–	﹤0.01%	620
2016 Q3	$42K	Buy	+900	New	+$41.2K	﹤0.01%	631

Other funds holding PLXS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fuller & Thaler Asset Management's PLXS Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its Plexus (PLXS) stake by 24% in Q2 2026, buying an estimated $37.5M and bringing the position to 732,397 shares worth $220M. The position accounts for 0.6% of the portfolio, ranked #42.

Fuller & Thaler Asset Management first reported a position in PLXS in Q3 2016 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

Fuller & Thaler Asset Management held 732,397 shares of Plexus worth $220M as of Q2 2026.
Fuller & Thaler Asset Management bought 143,619 Plexus shares in Q2 2026, an estimated $37.5M.
Plexus made up 0.6% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #42 holding.
Fuller & Thaler Asset Management first reported a position in Plexus in Q3 2016 and has held it in 11 quarters since.
341 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.