True Wealth Design’s Douglas Dynamics PLOW Stock Holding History

True Wealth Design’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 Q3	$8.75K	Hold	223	–	–	﹤0.01%	1131
2026 Q2	$12K	Sell	223 -4	-2%	-$184	﹤0.01%	998
2026 Q1	$9.55K	Hold	227	–	–	﹤0.01%	986
2025 Q4	$7.41K	Buy	227 +4	+2%	+$127	﹤0.01%	951
2025 Q3	$6.97K	Hold	223	–	–	﹤0.01%	958
2025 Q2	$6.57K	Buy	223 +88	+65%	+$2.32K	﹤0.01%	710
2025 Q1	$3.14K	Hold	135	–	–	﹤0.01%	838
2024 Q4	$3.19K	Buy	+135	New	+$3.42K	﹤0.01%	626

Other funds holding PLOW

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's PLOW Position: Q3 2026 in Review

True Wealth Design held its Douglas Dynamics (PLOW) position steady in Q3 2026 at 223 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

True Wealth Design first reported a position in PLOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $12K in Q2 2026. 16 funds tracked by Wall St. Rank hold PLOW as of Q3 2026.

True Wealth Design held 223 shares of Douglas Dynamics worth $8.75K as of Q3 2026.
True Wealth Design left its Douglas Dynamics share count unchanged in Q3 2026.
Douglas Dynamics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1131 holding.
True Wealth Design first reported a position in Douglas Dynamics in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Douglas Dynamics position peaked at $12K in Q2 2026.
16 funds tracked by Wall St. Rank held Douglas Dynamics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.