Versant Capital Management’s Douglas Dynamics PLOW Stock Holding History

Versant Capital 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	$70.6K	Hold	1,309	–	–	0.01%	1131
2026 Q1	$55.1K	Hold	1,309	–	–	0.01%	1176
2025 Q4	$42.7K	Sell	1,309 -73	-5%	-$2.31K	0.01%	1170
2025 Q3	$43.2K	Buy	1,382 +199	+17%	+$6.23K	0.01%	1113
2025 Q2	$34.9K	Buy	1,183 +784	+196%	+$20.6K	0.01%	1193
2025 Q1	$9.27K	Hold	399	–	–	﹤0.01%	1759
2024 Q4	$9.43K	Buy	+399	New	+$10.1K	﹤0.01%	1430
2024 Q1	–	Sell	-15	Closed	-$445	–	1936
2023 Q4	$445	Buy	+15	New	+$431	﹤0.01%	1712
2023 Q3	–	Sell	-22	Closed	-$657	–	2026
2023 Q2	$657	Buy	+22	New	+$646	﹤0.01%	1740
2021 Q3	–	Sell	-4	Closed	–	–	1560
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1566
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1583
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1486
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1453
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1496
2020 Q1	$0	Buy	+4	New	+$187	﹤0.01%	1594

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

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

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