TWD
PLUS icon

True Wealth Design’s ePlus PLUS Stock Holding History

True Wealth Design’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 		$916 Sell
11
-4
-27% -$333 ﹤0.01% 2018
2026
Q1 		$1.13K Hold
15
– – ﹤0.01% 1762
2025
Q4 		$1.32K Buy
15
+1
+7% +$83 ﹤0.01% 1604
2025
Q3 		$995 Buy
14
+7
+100% +$494 ﹤0.01% 1749
2025
Q2 		$505 Sell
7
-51
-88% -$3.35K ﹤0.01% 1740
2025
Q1 		$3.54K Buy
+58
New +$4.1K ﹤0.01% 798
2024
Q4 		– Sell
-1
Closed -$99 – 1483
2024
Q3 		$99 Buy
+1
New +$88 ﹤0.01% 1229

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

True Wealth Design's PLUS Position: Q2 2026 in Review

True Wealth Design reduced its ePlus (PLUS) stake by 27% in Q2 2026, selling an estimated $333 and leaving 11 shares worth $916. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

True Wealth Design first reported a position in PLUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.54K in Q1 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • True Wealth Design held 11 shares of ePlus worth $916 as of Q2 2026.
  • True Wealth Design sold 4 ePlus shares in Q2 2026, an estimated $333.
  • ePlus made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2018 holding.
  • True Wealth Design first reported a position in ePlus in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's ePlus position peaked at $3.54K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.