HWAM
PLXS icon

Hennion & Walsh Asset Management’s Plexus PLXS Stock Holding History

Hennion & Walsh 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 		$592K Sell
1,968
-30
-2% -$7.82K 0.02% 705
2026
Q1 		$405K Sell
1,998
-14
-0.7% -$2.66K 0.01% 765
2025
Q4 		$296K Sell
2,012
-46
-2% -$6.75K 0.01% 836
2025
Q3 		$298K Sell
2,058
-45
-2% -$6.08K 0.01% 847
2025
Q2 		$285K Sell
2,103
-1,764
-46% -$226K 0.01% 830
2025
Q1 		$495K Buy
3,867
+422
+12% +$59.3K 0.02% 635
2024
Q4 		$539K Buy
3,445
+1,278
+59% +$195K 0.02% 602
2024
Q3 		$296K Sell
2,167
-35
-2% -$4.25K 0.01% 739
2024
Q2 		$227K Sell
2,202
-2
-0.1% -$206 0.01% 782
2024
Q1 		$209K Sell
2,204
-60
-3% -$5.78K 0.01% 794
2023
Q4 		$245K Buy
2,264
+8
+0.4% +$803 0.01% 734
2023
Q3 		$210K Buy
+2,256
New +$219K 0.01% 739

Other funds holding PLXS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return