Annex Advisory Services’s Douglas Dynamics PLOW Stock Holding History

Annex Advisory Services’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$330K	Hold	6,115	–	–	0.01%	294
2026 Q1	$257K	Sell	6,115 -2,560	-30%	-$103K	﹤0.01%	319
2025 Q4	$283K	Sell	8,675 -700	-7%	-$22.1K	0.01%	293
2025 Q3	$293K	Sell	9,375 -880	-9%	-$27.5K	0.01%	258
2025 Q2	$302K	Hold	10,255	–	–	0.01%	252
2025 Q1	$238K	Hold	10,255	–	–	0.01%	270
2024 Q4	$242K	Hold	10,255	–	–	0.01%	272
2024 Q3	$283K	Hold	10,255	–	–	0.01%	235
2024 Q2	$240K	Hold	10,255	–	–	0.01%	247
2024 Q1	$247K	Hold	10,255	–	–	0.01%	247
2023 Q4	$304K	Sell	10,255 -40	-0.4%	-$1.15K	0.01%	214
2023 Q3	$311K	Hold	10,295	–	–	0.02%	186
2023 Q2	$308K	Sell	10,295 -483	-4%	-$14.2K	0.02%	185
2023 Q1	$344K	Sell	10,778 -4,482	-29%	-$165K	0.02%	174
2022 Q4	$552K	Buy	+15,260	New	+$538K	0.03%	142

Other funds holding PLOW

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Annex Advisory Services's PLOW Position: Q2 2026 in Review

Annex Advisory Services held its Douglas Dynamics (PLOW) position steady in Q2 2026 at 6,115 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #294.

Annex Advisory Services first reported a position in PLOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $552K in Q4 2022. 17 funds tracked by Wall St. Rank hold PLOW as of Q2 2026.

Annex Advisory Services held 6,115 shares of Douglas Dynamics worth $330K as of Q2 2026.
Annex Advisory Services left its Douglas Dynamics share count unchanged in Q2 2026.
Douglas Dynamics made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #294 holding.
Annex Advisory Services first reported a position in Douglas Dynamics in Q4 2022 and has held it in 15 quarters since.
Annex Advisory Services's Douglas Dynamics position peaked at $552K in Q4 2022.
17 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.