OAM
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Oberweis Asset Management’s ePlus PLUS Stock Holding History

Oberweis Asset Management’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
2026
Q1 		$10.3M Buy
137,498
+26,600
+24% +$2.18M 0.31% 117
2025
Q4 		$9.73M Buy
+110,898
New +$9.15M 0.36% 105
2024
Q1 		– Sell
-33,300
Closed -$2.66M – 214
2023
Q4 		$2.66M Buy
33,300
+1,600
+5% +$107K 0.25% 146
2023
Q3 		$2.01M Buy
+31,700
New +$1.96M 0.21% 157
2020
Q2 		– Sell
-7,600
Closed -$238K – 163
2020
Q1 		$238K Buy
7,600
+800
+12% +$30.4K 0.13% 139
2019
Q4 		$287K Buy
+6,800
New +$277K 0.1% 170
2019
Q2 		– Sell
-5,000
Closed -$221K – 208
2019
Q1 		$221K Buy
+5,000
New +$208K 0.04% 190

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return