Physician Wealth Advisors
PLXS icon

Physician Wealth Advisors’s Plexus PLXS Stock Holding History

Physician Wealth Advisors’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 		$1.3K Buy
5
+2
+67% +$512 ﹤0.01% 1806
2026
Q2 		$903 Buy
+3
New +$782 ﹤0.01% 1879
2025
Q3 		– Sell
-5
Closed -$677 – 2011
2025
Q2 		$677 Sell
5
-4
-44% -$513 ﹤0.01% 1621
2025
Q1 		$1.15K Hold
9
– – ﹤0.01% 990
2024
Q4 		$1.41K Buy
+9
New +$1.38K ﹤0.01% 885

Other funds holding PLXS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Physician Wealth Advisors's PLXS Position: Q3 2026 in Review

Physician Wealth Advisors increased its Plexus (PLXS) stake by 67% in Q3 2026, buying an estimated $512 and bringing the position to 5 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Physician Wealth Advisors first reported a position in PLXS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.41K in Q4 2024. 68 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Physician Wealth Advisors held 5 shares of Plexus worth $1.3K as of Q3 2026.
  • Physician Wealth Advisors bought 2 Plexus shares in Q3 2026, an estimated $512.
  • Plexus made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1806 holding.
  • Physician Wealth Advisors first reported a position in Plexus in Q4 2024 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Plexus position peaked at $1.41K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.