PWMG
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Private Wealth Management Group’s Plexus PLXS Stock Holding History

Private Wealth Management 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
Q2 		$11.1K Hold
37
– – ﹤0.01% 548
2026
Q1 		$7.49K Hold
37
– – ﹤0.01% 619
2025
Q4 		$5.44K Hold
37
– – ﹤0.01% 740
2025
Q3 		$5.35K Hold
37
– – ﹤0.01% 768
2025
Q2 		$5.01K Buy
37
+10
+37% +$1.28K ﹤0.01% 758
2025
Q1 		$3.46K Buy
27
+16
+145% +$2.25K ﹤0.01% 869
2024
Q4 		$1.72K Buy
+11
New +$1.68K ﹤0.01% 1132

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

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

Private Wealth Management Group held its Plexus (PLXS) position steady in Q2 2026 at 37 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Private Wealth Management Group first reported a position in PLXS in Q4 2024 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Private Wealth Management Group held 37 shares of Plexus worth $11.1K as of Q2 2026.
  • Private Wealth Management Group left its Plexus share count unchanged in Q2 2026.
  • Plexus made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #548 holding.
  • Private Wealth Management Group first reported a position in Plexus in Q4 2024 and has held it in 7 quarters since.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

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