Diversified Trust’s Douglas Dynamics PLOW Stock Holding History

Diversified Trust’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	$274K	Buy	+5,076	New	+$234K	﹤0.01%	947

Other funds holding PLOW

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

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

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

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Diversified Trust's PLOW Position: Q2 2026 in Review

Diversified Trust opened a new position in Douglas Dynamics (PLOW) in Q2 2026: 5,076 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

20 funds tracked by Wall St. Rank hold PLOW as of Q2 2026.

Diversified Trust held 5,076 shares of Douglas Dynamics worth $274K as of Q2 2026.
Douglas Dynamics was a new Diversified Trust position in Q2 2026.
Douglas Dynamics made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #947 holding.
20 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.