Picton Mahoney Asset Management’s Plexus PLXS Stock Holding History

Picton Mahoney 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 Q2	–	Sell	-3,781	Closed	-$766K	–	1589
2026 Q1	$766K	Buy	3,781 +3,772	+41,911%	+$717K	0.01%	713
2025 Q4	$1.32K	Hold	9	–	–	﹤0.01%	1033
2025 Q3	$1K	Hold	9	–	–	﹤0.01%	999
2025 Q2	$1K	Hold	9	–	–	﹤0.01%	892
2025 Q1	$1K	Hold	9	–	–	﹤0.01%	858
2024 Q4	$1K	Hold	9	–	–	﹤0.01%	774
2024 Q3	$1K	Buy	+9	New	+$1.09K	﹤0.01%	759
2023 Q3	–	Sell	-120	Closed	-$12K	–	466
2023 Q2	$12K	Buy	+120	New	+$11K	﹤0.01%	350
2015 Q1	–	Sell	-1,500	Closed	-$62K	–	344
2014 Q4	$62K	Hold	1,500	–	–	﹤0.01%	256
2014 Q3	$55K	Buy	+1,500	New	+$60.7K	﹤0.01%	276

Other funds holding PLXS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Picton Mahoney Asset Management's PLXS Position: Q2 2026 in Review

Picton Mahoney Asset Management sold out of Plexus (PLXS) in Q2 2026, closing a stake of 3,781 shares — an estimated $766K sold.

Picton Mahoney Asset Management first reported a position in PLXS in Q3 2014 and held it in 10 quarters. The position peaked at $766K in Q1 2026. 447 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

Picton Mahoney Asset Management reported no remaining Plexus position as of Q2 2026 after selling out during the quarter.
Picton Mahoney Asset Management sold 3,781 Plexus shares in Q2 2026, an estimated $766K.
Picton Mahoney Asset Management first reported a position in Plexus in Q3 2014 and held it in 10 quarters.
Picton Mahoney Asset Management's Plexus position peaked at $766K in Q1 2026.
447 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.