SAM
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Smartleaf Asset Management’s ePlus PLUS Stock Holding History

Smartleaf Asset 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 		$7.89K Hold
98
– – ﹤0.01% 2460
2026
Q1 		$7.21K Sell
98
-174
-64% -$14.3K ﹤0.01% 2472
2025
Q4 		$24.1K Hold
272
– – ﹤0.01% 1933
2025
Q3 		$19.3K Buy
272
+80
+42% +$5.64K ﹤0.01% 1826
2025
Q2 		$14.1K Sell
192
-161
-46% -$10.6K ﹤0.01% 1701
2025
Q1 		$21.9K Buy
353
+11
+3% +$778 ﹤0.01% 1569
2024
Q4 		$25K Buy
342
+163
+91% +$14.2K ﹤0.01% 1519
2024
Q3 		$17.7K Buy
179
+67
+60% +$5.89K ﹤0.01% 1417
2024
Q2 		$8.08K Buy
112
+92
+460% +$7.03K ﹤0.01% 1522
2024
Q1 		$1.56K Buy
+20
New +$1.56K ﹤0.01% 1517

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

Smartleaf Asset Management's PLUS Position: Q2 2026 in Review

Smartleaf Asset Management held its ePlus (PLUS) position steady in Q2 2026 at 98 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Smartleaf Asset Management first reported a position in PLUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $25K in Q4 2024. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Smartleaf Asset Management held 98 shares of ePlus worth $7.89K as of Q2 2026.
  • Smartleaf Asset Management left its ePlus share count unchanged in Q2 2026.
  • ePlus made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2460 holding.
  • Smartleaf Asset Management first reported a position in ePlus in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's ePlus position peaked at $25K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.