NAS
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Nicolet Advisory Services’s ePlus PLUS Stock Holding History

Nicolet Advisory Services’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$337K Buy
3,800
+464
+14% +$38.3K 0.02% 306
2025
Q3 		$242K Buy
+3,336
New +$235K 0.02% 354

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nicolet Advisory Services's PLUS Position: Q4 2025 in Review

Nicolet Advisory Services increased its ePlus (PLUS) stake by 14% in Q4 2025, buying an estimated $38.3K and bringing the position to 3,800 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #306.

Nicolet Advisory Services first reported a position in PLUS in Q3 2025 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold PLUS as of Q4 2025.

  • Nicolet Advisory Services held 3,800 shares of ePlus worth $337K as of Q4 2025.
  • Nicolet Advisory Services bought 464 ePlus shares in Q4 2025, an estimated $38.3K.
  • ePlus made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #306 holding.
  • Nicolet Advisory Services first reported a position in ePlus in Q3 2025 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held ePlus as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.