Bailard’s Douglas Dynamics PLOW Stock Holding History

Bailard’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 Q3	$310K	Hold	7,900	–	–	0.01%	612
2026 Q2	$426K	Sell	7,900 -800	-9%	-$36.9K	0.01%	541
2026 Q1	$366K	Hold	8,700	–	–	0.01%	545
2025 Q4	$284K	Hold	8,700	–	–	0.01%	577
2025 Q3	$272K	Buy	+8,700	New	+$272K	0.01%	650
2021 Q2	–	Sell	-7,615	Closed	-$351K	–	742
2021 Q1	$351K	Buy	+7,615	New	+$351K	0.01%	466
2018 Q3	–	Sell	-13,100	Closed	-$629K	–	555
2018 Q2	$629K	Buy	+13,100	New	+$592K	0.04%	300
2016 Q1	–	Sell	-54,904	Closed	-$1.16M	–	327
2015 Q4	$1.16M	Buy	+54,904	New	+$1.2M	0.51%	72

Other funds holding PLOW

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Bailard's PLOW Position: Q3 2026 in Review

Bailard held its Douglas Dynamics (PLOW) position steady in Q3 2026 at 7,900 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #612.

Bailard first reported a position in PLOW in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2015. 26 funds tracked by Wall St. Rank hold PLOW as of Q3 2026.

Bailard held 7,900 shares of Douglas Dynamics worth $310K as of Q3 2026.
Bailard left its Douglas Dynamics share count unchanged in Q3 2026.
Douglas Dynamics made up 0.01% of Bailard's portfolio in Q3 2026, its #612 holding.
Bailard first reported a position in Douglas Dynamics in Q4 2015 and has held it in 8 quarters since.
Bailard's Douglas Dynamics position peaked at $1.16M in Q4 2015.
26 funds tracked by Wall St. Rank held Douglas Dynamics as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.