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Aaron Wealth Advisors’s Donaldson DCI Stock Holding History

Aaron Wealth Advisors’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 		$403K Sell
4,489
-5,356
-54% -$461K 0.02% 490
2026
Q1 		$836K Sell
9,845
-1,662
-14% -$161K 0.05% 264
2025
Q4 		$1.02M Buy
11,507
+1,488
+15% +$129K 0.06% 241
2025
Q3 		$820K Buy
+10,019
New +$755K 0.05% 285

Other funds holding DCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Aaron Wealth Advisors's DCI Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Donaldson (DCI) stake by 54% in Q2 2026, selling an estimated $461K and leaving 4,489 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #490.

Aaron Wealth Advisors first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 70 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Aaron Wealth Advisors held 4,489 shares of Donaldson worth $403K as of Q2 2026.
  • Aaron Wealth Advisors sold 5,356 Donaldson shares in Q2 2026, an estimated $461K.
  • Donaldson made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #490 holding.
  • Aaron Wealth Advisors first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Donaldson position peaked at $1.02M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.