Y-Intercept (HK)’s Douglas Dynamics PLOW Stock Holding History

Y-Intercept (HK)’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	–	Sell	-12,741	Closed	-$536K	–	2059
2026 Q1	$536K	Sell	12,741 -27,947	-69%	-$1.13M	0.01%	1247
2025 Q4	$1.33M	Buy	40,688 +13,044	+47%	+$413K	0.03%	835
2025 Q3	$864K	Buy	+27,644	New	+$865K	0.02%	1037
2025 Q1	–	Sell	-13,807	Closed	-$326K	–	1523
2024 Q4	$326K	Sell	13,807 -11,645	-46%	-$295K	0.02%	907
2024 Q3	$702K	Sell	25,452 -7,945	-24%	-$209K	0.04%	609
2024 Q2	$781K	Buy	+33,397	New	+$794K	0.04%	610

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

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