HighTower Advisors
PLUS icon

HighTower Advisors’s ePlus PLUS Stock Holding History

HighTower Advisors’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
Q3 		– Sell
-4,441
Closed -$320K – 4007
2025
Q2 		$320K Sell
4,441
-540
-11% -$35.5K ﹤0.01% 2877
2025
Q1 		$304K Buy
4,981
+2,165
+77% +$153K ﹤0.01% 2863
2024
Q4 		$208K Buy
2,816
+495
+21% +$43.2K ﹤0.01% 3168
2024
Q3 		$227K Buy
+2,321
New +$204K ﹤0.01% 3043

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors's PLUS Position: Q3 2025 in Review

HighTower Advisors sold out of ePlus (PLUS) in Q3 2025, closing a stake of 4,441 shares — an estimated $320K sold.

HighTower Advisors first reported a position in PLUS in Q3 2024 and held it in 4 quarters. The position peaked at $320K in Q2 2025. 263 funds tracked by Wall St. Rank hold PLUS as of Q3 2025.

  • HighTower Advisors reported no remaining ePlus position as of Q3 2025 after selling out during the quarter.
  • HighTower Advisors sold 4,441 ePlus shares in Q3 2025, an estimated $320K.
  • HighTower Advisors first reported a position in ePlus in Q3 2024 and held it in 4 quarters.
  • HighTower Advisors's ePlus position peaked at $320K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held ePlus as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.