OSAM
PLXS icon

O'Shaughnessy Asset Management’s Plexus PLXS Stock Holding History

O'Shaughnessy Asset 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 		$1.13M Sell
5,561
-327
-6% -$62.2K 0.01% 1127
2025
Q4 		$866K Sell
5,888
-891
-13% -$131K ﹤0.01% 1217
2025
Q3 		$981K Sell
6,779
-611
-8% -$82.5K 0.01% 1139
2025
Q2 		$1,000K Buy
7,390
+3,106
+73% +$398K 0.01% 1061
2025
Q1 		$549K Buy
4,284
+1,402
+49% +$197K ﹤0.01% 1269
2024
Q4 		$451K Buy
+2,882
New +$441K ﹤0.01% 1320
2018
Q4 		– Sell
-353
Closed -$21K – 1000
2018
Q3 		$21K Sell
353
-38
-10% -$2.33K ﹤0.01% 759
2018
Q2 		$23K Sell
391
-37
-9% -$2.21K ﹤0.01% 753
2018
Q1 		$26K Buy
428
+263
+159% +$16.1K ﹤0.01% 760
2017
Q4 		$10K Buy
+165
New +$10K ﹤0.01% 800
2015
Q1 		– Sell
-7,216
Closed -$296K – 1104
2014
Q4 		$296K Sell
7,216
-11,418
-61% -$445K 0.01% 474
2014
Q3 		$686K Sell
18,634
-3,064
-14% -$124K 0.01% 375
2014
Q2 		$939K Hold
21,698
– – 0.02% 335
2014
Q1 		$867K Buy
21,698
+14,101
+186% +$576K 0.02% 343
2013
Q4 		$328K Buy
7,597
+7,581
+47,381% +$300K 0.01% 476
2013
Q3 		$1K Buy
+16
New +$544 ﹤0.01% 917

Other funds holding PLXS

BlackRock
BlackRock New York $5.7T 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