Sendero Wealth Management’s Plexus PLXS Stock Holding History

Sendero Wealth Management’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 Q1	–	Sell	-8,166	Closed	-$1.2M	–	213
2025 Q4	$1.2M	Hold	8,166	–	–	0.13%	93
2025 Q3	$1.18M	Buy	8,166 +2,688	+49%	+$363K	0.14%	87
2025 Q2	$741K	Hold	5,478	–	–	0.09%	121
2025 Q1	$702K	Buy	5,478 +809	+17%	+$114K	0.1%	120
2024 Q4	$731K	Sell	4,669 -1,501	-24%	-$229K	0.11%	105
2024 Q3	$844K	Hold	6,170	–	–	0.13%	92
2024 Q2	$637K	Hold	6,170	–	–	0.11%	106
2024 Q1	$585K	Hold	6,170	–	–	0.1%	113
2023 Q4	$667K	Buy	6,170 +635	+11%	+$63.8K	0.13%	106
2023 Q3	$515K	Buy	5,535 +810	+17%	+$78.5K	0.11%	108
2023 Q2	$464K	Buy	4,725 +730	+18%	+$66.9K	0.1%	114
2023 Q1	$390K	Buy	3,995 +665	+20%	+$66.7K	0.12%	79
2022 Q4	$343K	Buy	+3,330	New	+$337K	0.12%	81

Other funds holding PLXS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Sendero Wealth Management's PLXS Position: Q1 2026 in Review

Sendero Wealth Management sold out of Plexus (PLXS) in Q1 2026, closing a stake of 8,166 shares — an estimated $1.2M sold.

Sendero Wealth Management first reported a position in PLXS in Q4 2022 and held it in 13 quarters. The position peaked at $1.2M in Q4 2025. 383 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

Sendero Wealth Management reported no remaining Plexus position as of Q1 2026 after selling out during the quarter.
Sendero Wealth Management sold 8,166 Plexus shares in Q1 2026, an estimated $1.2M.
Sendero Wealth Management first reported a position in Plexus in Q4 2022 and held it in 13 quarters.
Sendero Wealth Management's Plexus position peaked at $1.2M in Q4 2025.
383 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.