Kovitz Investment Group Partners
PLXS icon

Kovitz Investment Group Partners’s Plexus PLXS Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$243K Buy
+1,200
New +$228K 0.01% 463
2025
Q4 		– Sell
-1,763
Closed -$255K – 1088
2025
Q3 		$255K Buy
1,763
+5
+0.3% +$675 ﹤0.01% 1254
2025
Q2 		$238K Buy
1,758
+44
+3% +$5.64K ﹤0.01% 1220
2025
Q1 		$220K Buy
1,714
+38
+2% +$5.34K ﹤0.01% 1155
2024
Q4 		$262K Buy
+1,676
New +$256K ﹤0.01% 1082

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DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Kovitz Investment Group Partners's PLXS Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in Plexus (PLXS) in Q1 2026: 1,200 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in PLXS as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in PLXS in Q4 2024 and has held it in 5 quarters since. The position peaked at $262K in Q4 2024. 382 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

  • Kovitz Investment Group Partners held 1,200 shares of Plexus worth $243K as of Q1 2026.
  • Plexus was a new Kovitz Investment Group Partners position in Q1 2026.
  • Plexus made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #463 holding.
  • Kovitz Investment Group Partners first reported a position in Plexus in Q4 2024 and has held it in 5 quarters since.
  • Kovitz Investment Group Partners's Plexus position peaked at $262K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.