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USA Financial Formulas’s Plexus PLXS Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-359
Closed -$56.2K – 355
2024
Q4 		$56.2K Buy
+359
New +$54.9K 0.01% 232
2023
Q4 		– Sell
-603
Closed -$56.1K – 491
2023
Q3 		$56.1K Hold
603
– – 0.08% 197
2023
Q2 		$59.2K Sell
603
-37
-6% -$3.39K 0.09% 149
2023
Q1 		$62.4K Buy
+640
New +$64.2K 0.1% 120

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's PLXS Position: Q1 2025 in Review

USA Financial Formulas sold out of Plexus (PLXS) in Q1 2025, closing a stake of 359 shares — an estimated $56.2K sold.

USA Financial Formulas first reported a position in PLXS in Q1 2023 and held it in 4 quarters. The position peaked at $62.4K in Q1 2023. 327 funds tracked by Wall St. Rank hold PLXS as of Q1 2025.

  • USA Financial Formulas reported no remaining Plexus position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 359 Plexus shares in Q1 2025, an estimated $56.2K.
  • USA Financial Formulas first reported a position in Plexus in Q1 2023 and held it in 4 quarters.
  • USA Financial Formulas's Plexus position peaked at $62.4K in Q1 2023.
  • 327 funds tracked by Wall St. Rank held Plexus as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.