Aaron Wealth Advisors
DCI icon

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
Q3 		$697K Buy
8,012
+3,523
+78% +$321K 0.03% 359
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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Aaron Wealth Advisors's DCI Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Donaldson (DCI) stake by 78% in Q3 2026, buying an estimated $321K and bringing the position to 8,012 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #359.

Aaron Wealth Advisors first reported a position in DCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 163 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Aaron Wealth Advisors held 8,012 shares of Donaldson worth $697K as of Q3 2026.
  • Aaron Wealth Advisors bought 3,523 Donaldson shares in Q3 2026, an estimated $321K.
  • Donaldson made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #359 holding.
  • Aaron Wealth Advisors first reported a position in Donaldson in Q3 2025 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Donaldson position peaked at $1.02M in Q4 2025.
  • 163 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.