PWPS
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Pinnacle Wealth Planning Services’s Plexus PLXS Stock Holding History

Pinnacle Wealth Planning Services’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 		$219K Buy
730
+13
+2% +$3.39K 0.02% 484
2026
Q1 		$145K Buy
717
+26
+4% +$4.94K 0.02% 605
2025
Q4 		$102K Buy
+691
New +$101K 0.01% 781
2021
Q1 		– Sell
-168
Closed -$13K – 1523
2020
Q4 		$13K Buy
+168
New +$12.5K ﹤0.01% 1313

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's PLXS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Plexus (PLXS) stake by 1.8% in Q2 2026, buying an estimated $3.39K and bringing the position to 730 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #484.

Pinnacle Wealth Planning Services first reported a position in PLXS in Q4 2020 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 730 shares of Plexus worth $219K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 13 Plexus shares in Q2 2026, an estimated $3.39K.
  • Plexus made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #484 holding.
  • Pinnacle Wealth Planning Services first reported a position in Plexus in Q4 2020 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.