Legacy Private Trust’s Plexus PLXS Stock Holding History

Legacy Private Trust’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
2025 Q2	–	Sell	-1,730	Closed	-$222K	–	255
2025 Q1	$222K	Hold	1,730	–	–	0.02%	234
2024 Q4	$271K	Hold	1,730	–	–	0.02%	216
2024 Q3	$237K	Buy	+1,730	New	+$210K	0.02%	221
2023 Q4	–	Sell	-2,330	Closed	-$217K	–	233
2023 Q3	$217K	Hold	2,330	–	–	0.02%	221
2023 Q2	$229K	Hold	2,330	–	–	0.02%	217
2023 Q1	$227K	Sell	2,330 -50	-2%	-$5.01K	0.02%	217
2022 Q4	$245K	Sell	2,380 -200	-8%	-$20.2K	0.02%	209
2022 Q3	$226K	Sell	2,580 -190	-7%	-$16.9K	0.02%	210
2022 Q2	$217K	Sell	2,770 -375	-12%	-$30.4K	0.02%	213
2022 Q1	$257K	Buy	3,145 +175	+6%	+$14.6K	0.02%	225
2021 Q4	$285K	Hold	2,970	–	–	0.02%	220
2021 Q3	$266K	Hold	2,970	–	–	0.02%	212
2021 Q2	$271K	Hold	2,970	–	–	0.02%	211
2021 Q1	$273K	Buy	+2,970	New	+$252K	0.02%	206

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Private Trust's PLXS Position: Q2 2025 in Review

Legacy Private Trust sold out of Plexus (PLXS) in Q2 2025, closing a stake of 1,730 shares — an estimated $222K sold.

Legacy Private Trust first reported a position in PLXS in Q1 2021 and held it in 14 quarters. The position peaked at $285K in Q4 2021. 331 funds tracked by Wall St. Rank hold PLXS as of Q2 2025.

Legacy Private Trust reported no remaining Plexus position as of Q2 2025 after selling out during the quarter.
Legacy Private Trust sold 1,730 Plexus shares in Q2 2025, an estimated $222K.
Legacy Private Trust first reported a position in Plexus in Q1 2021 and held it in 14 quarters.
Legacy Private Trust's Plexus position peaked at $285K in Q4 2021.
331 funds tracked by Wall St. Rank held Plexus as of Q2 2025.

Based on Legacy Private Trust's 13F filing for Q2 2025, filed 8 Jul 2025.