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1900 Wealth Management’s Donaldson DCI Stock Holding History

1900 Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
3,084
+200
+7% +$17.2K 0.02% 260
2026
Q1 		$245K Hold
2,884
– – 0.02% 237
2025
Q4 		$256K Hold
2,884
– – 0.02% 222
2025
Q3 		$236K Hold
2,884
– – 0.02% 215
2025
Q2 		$200K Buy
+2,884
New +$194K 0.02% 212

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

1900 Wealth Management's DCI Position: Q2 2026 in Review

1900 Wealth Management increased its Donaldson (DCI) stake by 6.9% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,084 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #260.

1900 Wealth Management first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • 1900 Wealth Management held 3,084 shares of Donaldson worth $277K as of Q2 2026.
  • 1900 Wealth Management bought 200 Donaldson shares in Q2 2026, an estimated $17.2K.
  • Donaldson made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #260 holding.
  • 1900 Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.