MWM
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Moran Wealth Management’s Plexus PLXS Stock Holding History

Moran Wealth Management’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
Q2 		$4.69M Sell
15,611
-1,917
-11% -$500K 0.13% 219
2026
Q1 		$3.55M Sell
17,528
-19,388
-53% -$3.68M 0.11% 239
2025
Q4 		$5.43M Sell
36,916
-2,570
-7% -$377K 0.17% 181
2025
Q3 		$5.71M Sell
39,486
-4,309
-10% -$582K 0.17% 159
2025
Q2 		$5.93M Sell
43,795
-3,101
-7% -$398K 0.18% 156
2025
Q1 		$6.01M Sell
46,896
-4,457
-9% -$626K 0.2% 150
2024
Q4 		$8.04M Sell
51,353
-1,059
-2% -$162K 0.26% 115
2024
Q3 		$7.17M Buy
52,412
+1,994
+4% +$242K 0.22% 135
2024
Q2 		$5.2M Buy
50,418
+535
+1% +$55.1K 0.17% 168
2024
Q1 		$4.73M Buy
49,883
+1,074
+2% +$103K 0.15% 179
2023
Q4 		$5.28M Buy
48,809
+230
+0.5% +$23.1K 0.19% 154
2023
Q3 		$4.52M Buy
48,579
+543
+1% +$52.6K 0.17% 159
2023
Q2 		$4.72M Sell
48,036
-859
-2% -$78.7K 0.18% 159
2023
Q1 		$4.77M Buy
48,895
+2,962
+6% +$297K 0.18% 158
2022
Q4 		$4.73M Buy
+45,933
New +$4.64M 0.18% 157

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Moran Wealth Management's PLXS Position: Q2 2026 in Review

Moran Wealth Management reduced its Plexus (PLXS) stake by 11% in Q2 2026, selling an estimated $500K and leaving 15,611 shares worth $4.69M. The position accounts for 0.13% of the portfolio, ranked #219.

Moran Wealth Management first reported a position in PLXS in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.04M in Q4 2024. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Moran Wealth Management held 15,611 shares of Plexus worth $4.69M as of Q2 2026.
  • Moran Wealth Management sold 1,917 Plexus shares in Q2 2026, an estimated $500K.
  • Plexus made up 0.13% of Moran Wealth Management's portfolio in Q2 2026, its #219 holding.
  • Moran Wealth Management first reported a position in Plexus in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Plexus position peaked at $8.04M in Q4 2024.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.