NorthCrest Asset Manangement’s Douglas Dynamics PLOW Stock Holding History

NorthCrest Asset Manangement’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	$483K	Buy	11,210 +81	+0.7%	+$3.74K	0.01%	572
2026 Q1	$466K	Buy	11,129 +36	+0.3%	+$1.45K	0.01%	502
2025 Q4	$374K	Sell	11,093 -16	-0.1%	-$506	0.01%	625
2025 Q3	$337K	Buy	11,109 +3,110	+39%	+$97.3K	0.01%	593
2025 Q2	$251K	Sell	7,999 -3,628	-31%	-$95.5K	0.01%	565
2025 Q1	$270K	Sell	11,627 -223	-2%	-$5.59K	0.01%	542
2024 Q4	$280K	Sell	11,850 -54	-0.5%	-$1.37K	0.01%	502
2024 Q3	$328K	Buy	11,904 +165	+1%	+$4.35K	0.01%	469
2024 Q2	$275K	Buy	11,739 +9	+0.1%	+$214	0.01%	467
2024 Q1	$283K	Sell	11,730 -90	-0.8%	-$2.28K	0.01%	454
2023 Q4	$351K	Sell	11,820 -230	-2%	-$6.61K	0.01%	426
2023 Q3	$364K	Hold	12,050	–	–	0.01%	415
2023 Q2	$360K	Hold	12,050	–	–	0.01%	415
2023 Q1	$384K	Buy	12,050 +1,000	+9%	+$36.8K	0.02%	412
2022 Q4	$400K	Buy	11,050 +200	+2%	+$7.05K	0.02%	310
2022 Q3	$304K	Buy	+10,850	New	+$330K	0.02%	373

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

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