EWA
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EP Wealth Advisors’s Douglas Dynamics PLOW Stock Holding History

EP Wealth Advisors’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 		– Sell
-10,042
Closed -$423K – 1843
2026
Q1 		$423K Sell
10,042
-38
-0.4% -$1.53K ﹤0.01% 981
2025
Q4 		$329K Buy
+10,080
New +$319K ﹤0.01% 1084
2025
Q2 		$301K Sell
10,226
-160
-2% -$4.21K ﹤0.01% 1016
2025
Q1 		$241K Buy
+10,386
New +$260K ﹤0.01% 1034

Other funds holding PLOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

EP Wealth Advisors's PLOW Position: Q2 2026 in Review

EP Wealth Advisors sold out of Douglas Dynamics (PLOW) in Q2 2026, closing a stake of 10,042 shares — an estimated $423K sold.

EP Wealth Advisors first reported a position in PLOW in Q1 2025 and held it in 4 quarters. The position peaked at $423K in Q1 2026. 251 funds tracked by Wall St. Rank hold PLOW as of Q2 2026.

  • EP Wealth Advisors reported no remaining Douglas Dynamics position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,042 Douglas Dynamics shares in Q2 2026, an estimated $423K.
  • EP Wealth Advisors first reported a position in Douglas Dynamics in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Douglas Dynamics position peaked at $423K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.