Hennion & Walsh Asset Management’s Douglas Dynamics PLOW Stock Holding History

Hennion & Walsh Asset Management’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	$1.53M	Buy	28,419 +7,009	+33%	+$323K	0.04%	456
2026 Q1	$901K	Buy	21,410 +7,577	+55%	+$306K	0.03%	538
2025 Q4	$452K	Buy	13,833 +6,310	+84%	+$200K	0.02%	742
2025 Q3	$235K	Buy	+7,523	New	+$235K	0.01%	892
2024 Q1	–	Sell	-6,958	Closed	-$207K	–	875
2023 Q4	$207K	Sell	6,958 -1,695	-20%	-$48.7K	0.01%	770
2023 Q3	$261K	Sell	8,653 -241	-3%	-$7.38K	0.02%	682
2023 Q2	$266K	Sell	8,894 -973	-10%	-$28.6K	0.02%	693
2023 Q1	$315K	Sell	9,867 -110	-1%	-$4.05K	0.02%	628
2022 Q4	$361K	Sell	9,977 -421	-4%	-$14.8K	0.02%	572
2022 Q3	$291K	Buy	10,398 +795	+8%	+$24.2K	0.02%	626
2022 Q2	$276K	Buy	9,603 +3,386	+54%	+$105K	0.02%	651
2022 Q1	$215K	Buy	+6,217	New	+$226K	0.01%	728

Other funds holding PLOW

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return