RWM
PLUS icon

Raffa Wealth Management’s ePlus PLUS Stock Holding History

Raffa Wealth Management’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 		$666 Hold
8
– – ﹤0.01% 1135
2026
Q1 		$602 Hold
8
– – ﹤0.01% 1043
2025
Q4 		$702 Hold
8
– – ﹤0.01% 1010
2025
Q3 		$568 Buy
+8
New +$564 ﹤0.01% 1041

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 53.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's PLUS Position: Q2 2026 in Review

Raffa Wealth Management held its ePlus (PLUS) position steady in Q2 2026 at 8 shares worth $666. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Raffa Wealth Management first reported a position in PLUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $702 in Q4 2025. 273 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Raffa Wealth Management held 8 shares of ePlus worth $666 as of Q2 2026.
  • Raffa Wealth Management left its ePlus share count unchanged in Q2 2026.
  • ePlus made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1135 holding.
  • Raffa Wealth Management first reported a position in ePlus in Q3 2025 and has held it in 4 quarters since.
  • Raffa Wealth Management's ePlus position peaked at $702 in Q4 2025.
  • 273 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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