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Plante Moran Financial Advisors’s ePlus PLUS Stock Holding History

Plante Moran Financial Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$416 Buy
+5
New +$416 ﹤0.01% 1189
2021
Q3 		– Sell
-600
Closed -$26K – 999
2021
Q2 		$26K Hold
600
– – 0.01% 511
2021
Q1 		$30K Hold
600
– – 0.01% 463
2020
Q4 		$26K Buy
+600
New +$24K 0.01% 475

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Plante Moran Financial Advisors's PLUS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in ePlus (PLUS) in Q2 2026: 5 shares worth $416. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PLUS as recently as Q2 2021.

Plante Moran Financial Advisors first reported a position in PLUS in Q4 2020 and has held it in 4 quarters since. The position peaked at $30K in Q1 2021. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of ePlus worth $416 as of Q2 2026.
  • ePlus was a new Plante Moran Financial Advisors position in Q2 2026.
  • ePlus made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1189 holding.
  • Plante Moran Financial Advisors first reported a position in ePlus in Q4 2020 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's ePlus position peaked at $30K in Q1 2021.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.