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Root Financial Partners’s Plexus PLXS Stock Holding History

Root Financial Partners’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 		– Sell
-106
Closed -$21.5K – 2431
2026
Q1 		$21.5K Buy
106
+11
+12% +$2.09K ﹤0.01% 1291
2025
Q4 		$14K Buy
95
+11
+13% +$1.61K ﹤0.01% 1352
2025
Q3 		$12.2K Buy
+84
New +$11.3K ﹤0.01% 1371

Other funds holding PLXS

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Vanguard Portfolio Management
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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

Root Financial Partners's PLXS Position: Q2 2026 in Review

Root Financial Partners sold out of Plexus (PLXS) in Q2 2026, closing a stake of 106 shares — an estimated $21.5K sold.

Root Financial Partners first reported a position in PLXS in Q3 2025 and held it in 3 quarters. The position peaked at $21.5K in Q1 2026. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Root Financial Partners reported no remaining Plexus position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 106 Plexus shares in Q2 2026, an estimated $21.5K.
  • Root Financial Partners first reported a position in Plexus in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Plexus position peaked at $21.5K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.