One Wealth Capital Management
PLXS icon

One Wealth Capital Management’s Plexus PLXS Stock Holding History

One Wealth Capital 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
Q3 		– Sell
-758
Closed -$228K – 216
2026
Q2 		$228K Buy
+758
New +$198K 0.06% 211

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

One Wealth Capital Management's PLXS Position: Q3 2026 in Review

One Wealth Capital Management sold out of Plexus (PLXS) in Q3 2026, closing a stake of 758 shares — an estimated $228K sold.

One Wealth Capital Management first reported a position in PLXS in Q2 2026 and held it in 1 quarter. The position peaked at $228K in Q2 2026. 137 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • One Wealth Capital Management reported no remaining Plexus position as of Q3 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 758 Plexus shares in Q3 2026, an estimated $228K.
  • One Wealth Capital Management first reported a position in Plexus in Q2 2026 and held it in 1 quarter.
  • One Wealth Capital Management's Plexus position peaked at $228K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.