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Waverly Advisors’s Plexus PLXS Stock Holding History

Waverly Advisors’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
Q2 		$10.9M Sell
36,108
-7,299
-17% -$1.9M 0.06% 284
2026
Q1 		$8.79M Buy
43,407
+36,956
+573% +$7.02M 0.07% 285
2025
Q4 		$948K Buy
6,451
+21
+0.3% +$3.08K 0.01% 784
2025
Q3 		$930K Buy
6,430
+169
+3% +$22.8K 0.01% 662
2025
Q2 		$847K Buy
6,261
+18
+0.3% +$2.31K 0.01% 658
2025
Q1 		$800K Hold
6,243
– – 0.01% 657
2024
Q4 		$977K Sell
6,243
-180
-3% -$27.5K 0.02% 515
2024
Q3 		$878K Sell
6,423
-74
-1% -$8.98K 0.02% 468
2024
Q2 		$670K Buy
6,497
+238
+4% +$24.5K 0.01% 511
2024
Q1 		$593K Buy
+6,259
New +$603K 0.01% 445

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Waverly Advisors's PLXS Position: Q2 2026 in Review

Waverly Advisors reduced its Plexus (PLXS) stake by 17% in Q2 2026, selling an estimated $1.9M and leaving 36,108 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #284.

Waverly Advisors first reported a position in PLXS in Q1 2024 and has held it in 10 quarters since. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Waverly Advisors held 36,108 shares of Plexus worth $10.9M as of Q2 2026.
  • Waverly Advisors sold 7,299 Plexus shares in Q2 2026, an estimated $1.9M.
  • Plexus made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #284 holding.
  • Waverly Advisors first reported a position in Plexus in Q1 2024 and has held it in 10 quarters since.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.