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Nicola Wealth Management’s Plexus PLXS Stock Holding History

Nicola 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 		$5.87M Sell
29,000
-17,000
-37% -$3.23M 0.71% 51
2025
Q4 		$6.76M Hold
46,000
– – 0.62% 53
2025
Q3 		$6.66M Buy
+46,000
New +$6.21M 0.59% 51

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VCM
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
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

Nicola Wealth Management's PLXS Position: Q1 2026 in Review

Nicola Wealth Management reduced its Plexus (PLXS) stake by 37% in Q1 2026, selling an estimated $3.23M and leaving 29,000 shares worth $5.87M. The position accounts for 0.71% of the portfolio, ranked #51.

Nicola Wealth Management first reported a position in PLXS in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.76M in Q4 2025. 380 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

  • Nicola Wealth Management held 29,000 shares of Plexus worth $5.87M as of Q1 2026.
  • Nicola Wealth Management sold 17,000 Plexus shares in Q1 2026, an estimated $3.23M.
  • Plexus made up 0.71% of Nicola Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Nicola Wealth Management first reported a position in Plexus in Q3 2025 and has held it in 3 quarters since.
  • Nicola Wealth Management's Plexus position peaked at $6.76M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.