PWMG
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Private Wealth Management Group’s ePlus PLUS Stock Holding History

Private Wealth Management Group’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 		$7.82K Hold
94
– – ﹤0.01% 654
2026
Q1 		$7.07K Hold
94
– – ﹤0.01% 644
2025
Q4 		$8.24K Hold
94
– – ﹤0.01% 580
2025
Q3 		$6.67K Hold
94
– – ﹤0.01% 677
2025
Q2 		$6.78K Sell
94
-30
-24% -$1.97K ﹤0.01% 635
2025
Q1 		$7.57K Hold
124
– – ﹤0.01% 570
2024
Q4 		$9.16K Hold
124
– – ﹤0.01% 505
2024
Q3 		$12.2K Hold
124
– – ﹤0.01% 402
2024
Q2 		$9.14K Hold
124
– – ﹤0.01% 465
2024
Q1 		$9.74K Hold
124
– – ﹤0.01% 413
2023
Q4 		$9.9K Buy
+124
New +$8.29K ﹤0.01% 406

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's PLUS Position: Q2 2026 in Review

Private Wealth Management Group held its ePlus (PLUS) position steady in Q2 2026 at 94 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Private Wealth Management Group first reported a position in PLUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.2K in Q3 2024. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Private Wealth Management Group held 94 shares of ePlus worth $7.82K as of Q2 2026.
  • Private Wealth Management Group left its ePlus share count unchanged in Q2 2026.
  • ePlus made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #654 holding.
  • Private Wealth Management Group first reported a position in ePlus in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's ePlus position peaked at $12.2K in Q3 2024.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.