Rothwell Investment Advisors, LLC’s Donaldson DCI Stock Holding History

Rothwell Investment Advisors, LLC’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	$6.16K	Buy	+71	New	+$6.48K	﹤0.01%	870

Other funds holding DCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DCI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Donaldson (DCI) in Q3 2026: 71 shares worth $6.16K. The stake represents ﹤0.01% of the portfolio and ranks #870 among its holdings.

322 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Rothwell Investment Advisors, LLC held 71 shares of Donaldson worth $6.16K as of Q3 2026.
Donaldson was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Donaldson made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #870 holding.
322 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.