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Morningstar Investment Management’s Plexus PLXS Stock Holding History

Morningstar Investment 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 		$607K Hold
2,995
– – 0.04% 244
2026
Q1 		$607K Sell
2,995
-1,094
-27% -$208K 0.04% 242
2025
Q4 		$601K Hold
4,089
– – 0.04% 262
2025
Q3 		$592K Buy
+4,089
New +$552K 0.02% 413

Other funds holding PLXS

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Morningstar Investment Management's PLXS Position: Q2 2026 in Review

Morningstar Investment Management held its Plexus (PLXS) position steady in Q2 2026 at 2,995 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #244.

Morningstar Investment Management first reported a position in PLXS in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Morningstar Investment Management held 2,995 shares of Plexus worth $607K as of Q2 2026.
  • Morningstar Investment Management left its Plexus share count unchanged in Q2 2026.
  • Plexus made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #244 holding.
  • Morningstar Investment Management first reported a position in Plexus in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.