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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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