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 Q3	$268K	Hold	3,084	–	–	0.01%	328
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

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

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

1900 Wealth Management's DCI Position: Q3 2026 in Review

1900 Wealth Management held its Donaldson (DCI) position steady in Q3 2026 at 3,084 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #328.

1900 Wealth Management first reported a position in DCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $277K in Q2 2026. 48 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

1900 Wealth Management held 3,084 shares of Donaldson worth $268K as of Q3 2026.
1900 Wealth Management left its Donaldson share count unchanged in Q3 2026.
Donaldson made up 0.01% of 1900 Wealth Management's portfolio in Q3 2026, its #328 holding.
1900 Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 6 quarters since.
1900 Wealth Management's Donaldson position peaked at $277K in Q2 2026.
48 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.