Creative Planning

Creative Planning’s Douglas Dynamics PLOW Stock Holding History

Creative Planning’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	$323K	Buy	7,663 +1,046	+16%	+$42.2K	﹤0.01%	3369
2025 Q4	$216K	Buy	+6,617	New	+$209K	﹤0.01%	3490
2025 Q1	–	Sell	-38	Closed	-$898	–	3667
2024 Q4	$898	Buy	+38	New	+$962	﹤0.01%	3540
2017 Q3	–	Sell	-1,810	Closed	-$60K	–	3217
2017 Q2	$60K	Sell	1,810 -150	-8%	-$4.63K	﹤0.01%	2376
2017 Q1	$60K	Hold	1,960	–	–	﹤0.01%	2345
2016 Q4	$66K	Buy	1,960 +85	+5%	+$2.7K	﹤0.01%	2169
2016 Q3	$60K	Buy	1,875 +328	+21%	+$9.82K	﹤0.01%	2217
2016 Q2	$40K	Hold	1,547	–	–	﹤0.01%	2300
2016 Q1	$35K	Sell	1,547 -41	-3%	-$824	﹤0.01%	2350
2015 Q4	$33K	Buy	1,588 +88	+6%	+$1.93K	﹤0.01%	2450
2015 Q3	$30K	Buy	+1,500	New	+$31.9K	﹤0.01%	2425
2015 Q2	–	Sell	-1,200	Closed	-$27K	–	2489
2015 Q1	$27K	Buy	1,200 +105	+10%	+$2.27K	﹤0.01%	2480
2014 Q4	$23K	Buy	1,095 +841	+331%	+$18K	﹤0.01%	2557
2014 Q3	$5K	Buy	+254	New	+$4.77K	﹤0.01%	3305

Other funds holding PLOW

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return