Portside Wealth Group
PLXS icon

Portside Wealth Group’s Plexus PLXS Stock Holding History

Portside Wealth Group’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 		$613K Buy
2,350
+1,091
+87% +$279K 0.07% 270
2026
Q2 		$379K Buy
+1,259
New +$328K 0.04% 357

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

Portside Wealth Group's PLXS Position: Q3 2026 in Review

Portside Wealth Group increased its Plexus (PLXS) stake by 87% in Q3 2026, buying an estimated $279K and bringing the position to 2,350 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #270.

Portside Wealth Group first reported a position in PLXS in Q2 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold PLXS as of Q3 2026.

  • Portside Wealth Group held 2,350 shares of Plexus worth $613K as of Q3 2026.
  • Portside Wealth Group bought 1,091 Plexus shares in Q3 2026, an estimated $279K.
  • Plexus made up 0.07% of Portside Wealth Group's portfolio in Q3 2026, its #270 holding.
  • Portside Wealth Group first reported a position in Plexus in Q2 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Plexus as of Q3 2026.

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