N.E.W. Advisory Services’s Plexus PLXS Stock Holding History

N.E.W. Advisory Services’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	$205K	Hold	681	–	–	0.01%	213
2026 Q1	$138K	Hold	681	–	–	0.01%	250
2025 Q4	$100K	Hold	681	–	–	0.01%	280
2025 Q3	$98.5K	Hold	681	–	–	0.01%	248
2025 Q2	$92.1K	Hold	681	–	–	0.01%	247
2025 Q1	$87.3K	Buy	+681	New	+$95.7K	0.01%	293

Other funds holding PLXS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

N.E.W. Advisory Services's PLXS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Plexus (PLXS) position steady in Q2 2026 at 681 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #213.

N.E.W. Advisory Services first reported a position in PLXS in Q1 2025 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

N.E.W. Advisory Services held 681 shares of Plexus worth $205K as of Q2 2026.
N.E.W. Advisory Services left its Plexus share count unchanged in Q2 2026.
Plexus made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #213 holding.
N.E.W. Advisory Services first reported a position in Plexus in Q1 2025 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.