Nicolet Advisory Services’s Plexus PLXS Stock Holding History

Nicolet 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
2025 Q4	$922K	Sell	5,747 -125	-2%	-$18.3K	0.06%	151
2025 Q3	$848K	Buy	5,872 +53	+0.9%	+$7.16K	0.07%	151
2025 Q2	$728K	Buy	5,819 +159	+3%	+$20.4K	0.06%	164
2025 Q1	$675K	Hold	5,660	–	–	0.07%	160
2024 Q4	$912K	Buy	5,660 +63	+1%	+$9.63K	0.08%	122
2024 Q3	$753K	Buy	5,597 +35	+0.6%	+$4.25K	0.07%	142
2024 Q2	$583K	Sell	5,562 -82	-1%	-$8.44K	0.06%	166
2024 Q1	$554K	Sell	5,644 -156	-3%	-$15K	0.06%	158
2023 Q4	$607K	Sell	5,800 -699	-11%	-$70.2K	0.07%	145
2023 Q3	$607K	Sell	6,499 -23	-0.4%	-$2.23K	0.07%	139
2023 Q2	$629K	Buy	6,522 +142	+2%	+$13K	0.07%	132
2023 Q1	$595K	Buy	6,380 +803	+14%	+$80.5K	0.07%	133
2022 Q4	$614K	Hold	5,577	–	–	0.08%	114
2022 Q3	$501K	Sell	5,577 -1	-0%	-$89	0.08%	95
2022 Q2	$433K	Hold	5,578	–	–	0.06%	112
2022 Q1	$435K	Hold	5,578	–	–	0.06%	116
2021 Q4	$535K	Hold	5,578	–	–	0.07%	105
2021 Q3	$499K	Hold	5,578	–	–	0.06%	114
2021 Q2	$510K	Hold	5,578	–	–	0.07%	107
2021 Q1	$512K	Sell	5,578 -150	-3%	-$12.7K	0.07%	106
2020 Q4	$448K	Hold	5,728	–	–	0.06%	113
2020 Q3	$405K	Hold	5,728	–	–	0.06%	105
2020 Q2	$404K	Hold	5,728	–	–	0.06%	125
2020 Q1	$313K	Hold	5,728	–	–	0.06%	135
2019 Q4	$441K	Hold	5,728	–	–	0.07%	109
2019 Q3	$358K	Hold	5,728	–	–	0.05%	114
2019 Q2	$334K	Buy	5,728 +150	+3%	+$8.65K	0.05%	115
2019 Q1	$340K	Buy	+5,578	New	+$322K	0.06%	111

Other funds holding PLXS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

American Century Companies

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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