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Mark Sheptoff Financial Planning’s Plexus PLXS Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-14
Closed -$1.89K – 527
2025
Q2 		$1.89K Buy
+14
New +$1.79K ﹤0.01% 474

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's PLXS Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Plexus (PLXS) in Q3 2025, closing a stake of 14 shares — an estimated $1.89K sold.

Mark Sheptoff Financial Planning first reported a position in PLXS in Q2 2025 and held it in 1 quarter. The position peaked at $1.89K in Q2 2025. 326 funds tracked by Wall St. Rank hold PLXS as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Plexus position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 14 Plexus shares in Q3 2025, an estimated $1.89K.
  • Mark Sheptoff Financial Planning first reported a position in Plexus in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Plexus position peaked at $1.89K in Q2 2025.
  • 326 funds tracked by Wall St. Rank held Plexus as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.