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Steward Partners Investment Advisory’s ePlus PLUS Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$23.8K Sell
316
-584
-65% -$47.9K ﹤0.01% 3146
2025
Q4 		$78.9K Sell
900
-719
-44% -$59.3K ﹤0.01% 2428
2025
Q3 		$115K Sell
1,619
-153
-9% -$10.8K ﹤0.01% 2146
2025
Q2 		$128K Sell
1,772
-53
-3% -$3.49K ﹤0.01% 1972
2025
Q1 		$111K Buy
1,825
+1,498
+458% +$106K ﹤0.01% 1953
2024
Q4 		$24.2K Sell
327
-985
-75% -$86K ﹤0.01% 2691
2024
Q3 		$129K Buy
1,312
+107
+9% +$9.41K ﹤0.01% 1752
2024
Q2 		$88.8K Buy
1,205
+144
+14% +$11K ﹤0.01% 1839
2024
Q1 		$83.3K Buy
1,061
+732
+222% +$57K ﹤0.01% 1855
2023
Q4 		$26.3K Buy
329
+13
+4% +$869 ﹤0.01% 2270
2023
Q3 		$20.1K Hold
316
– – ﹤0.01% 2309
2023
Q2 		$17.8K Hold
316
– – ﹤0.01% 2348
2023
Q1 		$15.5K Hold
316
– – ﹤0.01% 2363
2022
Q4 		$14K Hold
316
– – ﹤0.01% 2415
2022
Q3 		$13K Hold
316
– – ﹤0.01% 2423
2022
Q2 		$17K Hold
316
– – ﹤0.01% 2299
2022
Q1 		$18K Hold
316
– – ﹤0.01% 2423
2021
Q4 		$17K Hold
316
– – ﹤0.01% 2396
2021
Q3 		$16K Hold
316
– – ﹤0.01% 2423
2021
Q2 		$14K Hold
316
– – ﹤0.01% 5612
2021
Q1 		$15.7K Sell
316
-66
-17% -$3.13K ﹤0.01% 2580
2020
Q4 		$17K Buy
382
+42
+12% +$1.68K ﹤0.01% 2116
2020
Q3 		$12K Hold
340
– – ﹤0.01% 2073
2020
Q2 		$12K Hold
340
– – ﹤0.01% 1970
2020
Q1 		$10K Hold
340
– – ﹤0.01% 1866
2019
Q4 		$14K Hold
340
– – ﹤0.01% 1896
2019
Q3 		$12K Hold
340
– – ﹤0.01% 1918
2019
Q2 		$11K Buy
+340
New +$14.1K ﹤0.01% 1948

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Steward Partners Investment Advisory's PLUS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its ePlus (PLUS) stake by 65% in Q1 2026, selling an estimated $47.9K and leaving 316 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Steward Partners Investment Advisory first reported a position in PLUS in Q2 2019 and has held it in 28 quarters since. The position peaked at $129K in Q3 2024. 281 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Steward Partners Investment Advisory held 316 shares of ePlus worth $23.8K as of Q1 2026.
  • Steward Partners Investment Advisory sold 584 ePlus shares in Q1 2026, an estimated $47.9K.
  • ePlus made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3146 holding.
  • Steward Partners Investment Advisory first reported a position in ePlus in Q2 2019 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's ePlus position peaked at $129K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.