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Wealthspire Advisors (New York)’s Plexus PLXS Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-1,881
Closed -$277K – 1061
2025
Q4 		$277K Buy
1,881
+158
+9% +$23.2K ﹤0.01% 836
2025
Q3 		$249K Sell
1,723
-36
-2% -$4.86K ﹤0.01% 730
2025
Q2 		$238K Sell
1,759
-539
-23% -$69.1K ﹤0.01% 733
2025
Q1 		$294K Buy
2,298
+19
+0.8% +$2.67K ﹤0.01% 646
2024
Q4 		$357K Sell
2,279
-249
-10% -$38.1K ﹤0.01% 607
2024
Q3 		$346K Hold
2,528
– – ﹤0.01% 587
2024
Q2 		$261K Hold
2,528
– – ﹤0.01% 568
2024
Q1 		$240K Hold
2,528
– – ﹤0.01% 557
2023
Q4 		$273K Hold
2,528
– – ﹤0.01% 544
2023
Q3 		$235K Buy
+2,528
New +$245K ﹤0.01% 528

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s PLXS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Plexus (PLXS) in Q1 2026, closing a stake of 1,881 shares — an estimated $277K sold.

Wealthspire Advisors (New York) first reported a position in PLXS in Q3 2023 and held it in 10 quarters. The position peaked at $357K in Q4 2024. 380 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Plexus position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,881 Plexus shares in Q1 2026, an estimated $277K.
  • Wealthspire Advisors (New York) first reported a position in Plexus in Q3 2023 and held it in 10 quarters.
  • Wealthspire Advisors (New York)'s Plexus position peaked at $357K in Q4 2024.
  • 380 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.