West Branch Capital’s Douglas Dynamics PLOW Stock Holding History

West Branch Capital’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	$27.4K	Sell	507 -293	-37%	-$13.5K	0.01%	170
2026 Q1	$33.7K	Hold	800	–	–	0.01%	151
2025 Q4	$26.1K	Hold	800	–	–	0.01%	174
2025 Q3	$25K	Sell	800 -915	-53%	-$28.6K	0.01%	192
2025 Q2	$50.5K	Hold	1,715	–	–	0.01%	143
2025 Q1	$39.8K	Hold	1,715	–	–	0.01%	165
2024 Q4	$40.5K	Hold	1,715	–	–	0.01%	165
2024 Q3	$47.3K	Hold	1,715	–	–	0.02%	161
2024 Q2	$40.1K	Hold	1,715	–	–	0.01%	173
2024 Q1	$41.4K	Sell	1,715 -1,151	-40%	-$29.1K	0.02%	171
2023 Q4	$85.1K	Sell	2,866 -248	-8%	-$7.12K	0.04%	129
2023 Q3	$94K	Hold	3,114	–	–	0.05%	114
2023 Q2	$93K	Hold	3,114	–	–	0.05%	117
2023 Q1	$99.3K	Hold	3,114	–	–	0.06%	117
2022 Q4	$113K	Hold	3,114	–	–	0.07%	112
2022 Q3	$87K	Hold	3,114	–	–	0.05%	129
2022 Q2	$89K	Sell	3,114 -540	-15%	-$16.8K	0.05%	127
2022 Q1	$126K	Sell	3,654 -200	-5%	-$7.27K	0.06%	112
2021 Q4	$151K	Hold	3,854	–	–	0.06%	109
2021 Q3	$140K	Sell	3,854 -80	-2%	-$3.08K	0.07%	108
2021 Q2	$160K	Buy	+3,934	New	+$173K	0.08%	106
2021 Q1	–	Sell	-5,188	Closed	-$222K	–	93
2020 Q4	$222K	Buy	+5,188	New	+$199K	0.13%	82
2020 Q1	–	Sell	-6,040	Closed	-$332K	–	90
2019 Q4	$332K	Hold	6,040	–	–	0.23%	74
2019 Q3	$269K	Sell	6,040 -238	-4%	-$9.96K	0.2%	73
2019 Q2	$250K	Sell	6,278 -1,409	-18%	-$53.6K	0.21%	81
2019 Q1	$293K	Hold	7,687	–	–	0.26%	64
2018 Q4	$276K	Sell	7,687 -609	-7%	-$23.9K	0.29%	60
2018 Q3	$364K	Hold	8,296	–	–	0.27%	68
2018 Q2	$398K	Hold	8,296	–	–	0.31%	65
2018 Q1	$360K	Buy	+8,296	New	+$344K	0.4%	46

Other funds holding PLOW

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

West Branch Capital's PLOW Position: Q2 2026 in Review

West Branch Capital reduced its Douglas Dynamics (PLOW) stake by 37% in Q2 2026, selling an estimated $13.5K and leaving 507 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #170.

West Branch Capital first reported a position in PLOW in Q1 2018 and has held it in 30 quarters since. The position peaked at $398K in Q2 2018. 23 funds tracked by Wall St. Rank hold PLOW as of Q2 2026.

West Branch Capital held 507 shares of Douglas Dynamics worth $27.4K as of Q2 2026.
West Branch Capital sold 293 Douglas Dynamics shares in Q2 2026, an estimated $13.5K.
Douglas Dynamics made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #170 holding.
West Branch Capital first reported a position in Douglas Dynamics in Q1 2018 and has held it in 30 quarters since.
West Branch Capital's Douglas Dynamics position peaked at $398K in Q2 2018.
23 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.