Carson Wealth (CWM LLC)
PLOW icon

Carson Wealth (CWM LLC)’s Douglas Dynamics PLOW Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$277K Buy
6,580
+34
+0.5% +$1.37K ﹤0.01% 2446
2025
Q4 		$214K Sell
6,546
-232
-3% -$7.34K ﹤0.01% 2516
2025
Q3 		$212K Buy
6,778
+365
+6% +$11.4K ﹤0.01% 2396
2025
Q2 		$189K Buy
6,413
+1,013
+19% +$26.7K ﹤0.01% 2225
2025
Q1 		$125K Buy
5,400
+1,052
+24% +$26.4K ﹤0.01% 2240
2024
Q4 		$103K Buy
4,348
+298
+7% +$7.55K ﹤0.01% 2269
2024
Q3 		$112K Buy
4,050
+1,201
+42% +$31.7K ﹤0.01% 2135
2024
Q2 		$67K Buy
2,849
+2,835
+20,250% +$67.4K ﹤0.01% 2259
2024
Q1 		$0 Sell
14
-133
-90% -$3.37K ﹤0.01% 4646
2023
Q4 		$4K Sell
147
-77
-34% -$2.21K ﹤0.01% 3620
2023
Q3 		$7K Sell
224
-36
-14% -$1.1K ﹤0.01% 3317
2023
Q2 		$8K Buy
260
+159
+157% +$4.67K ﹤0.01% 3226
2023
Q1 		$3K Sell
101
-92
-48% -$3.39K ﹤0.01% 3550
2022
Q4 		$7K Buy
193
+139
+257% +$4.9K ﹤0.01% 3023
2022
Q3 		$2K Buy
+54
New +$1.64K ﹤0.01% 3516
2022
Q2 		– Sell
-369
Closed -$13K – 4032
2022
Q1 		$13K Buy
369
+318
+624% +$11.6K ﹤0.01% 2336
2021
Q4 		$2K Buy
+51
New +$2.06K ﹤0.01% 3164

Other funds holding PLOW

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PLOW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Douglas Dynamics (PLOW) stake by 0.52% in Q1 2026, buying an estimated $1.37K and bringing the position to 6,580 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Carson Wealth (CWM LLC) first reported a position in PLOW in Q4 2021 and has held it in 17 quarters since. 233 funds tracked by Wall St. Rank hold PLOW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,580 shares of Douglas Dynamics worth $277K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 34 Douglas Dynamics shares in Q1 2026, an estimated $1.37K.
  • Douglas Dynamics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2446 holding.
  • Carson Wealth (CWM LLC) first reported a position in Douglas Dynamics in Q4 2021 and has held it in 17 quarters since.
  • 233 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.