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Legacy Wealth Management (Idaho)’s ePlus PLUS Stock Holding History

Legacy Wealth Management (Idaho)’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
2026
Q2 		– Sell
-13
Closed -$979 – 742
2026
Q1 		$979 Sell
13
-7
-35% -$574 ﹤0.01% 876
2025
Q4 		$1.75K Buy
+20
New +$1.65K ﹤0.01% 683
2025
Q2 		– Sell
-6
Closed -$367 – 838
2025
Q1 		$367 Hold
6
– – ﹤0.01% 726
2024
Q4 		$423 Buy
+6
New +$524 ﹤0.01% 679

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PLUS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of ePlus (PLUS) in Q2 2026, closing a stake of 13 shares — an estimated $979 sold.

Legacy Wealth Management (Idaho) first reported a position in PLUS in Q4 2024 and held it in 4 quarters. The position peaked at $1.75K in Q4 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 13 ePlus shares in Q2 2026, an estimated $979.
  • Legacy Wealth Management (Idaho) first reported a position in ePlus in Q4 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s ePlus position peaked at $1.75K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.