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Armstrong Advisory Group’s Donaldson DCI Stock Holding History

Armstrong Advisory Group’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 		$3.48K Hold
40
– – ﹤0.01% 843
2026
Q2 		$3.59K Hold
40
– – ﹤0.01% 825
2026
Q1 		$3.4K Hold
40
– – ﹤0.01% 820
2025
Q4 		$3.55K Hold
40
– – ﹤0.01% 805
2025
Q3 		$3.27K Buy
+40
New +$3.02K ﹤0.01% 812

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DS
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
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Focus Financial Network
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

Armstrong Advisory Group's DCI Position: Q3 2026 in Review

Armstrong Advisory Group held its Donaldson (DCI) position steady in Q3 2026 at 40 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Armstrong Advisory Group first reported a position in DCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.59K in Q2 2026. 59 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Armstrong Advisory Group held 40 shares of Donaldson worth $3.48K as of Q3 2026.
  • Armstrong Advisory Group left its Donaldson share count unchanged in Q3 2026.
  • Donaldson made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #843 holding.
  • Armstrong Advisory Group first reported a position in Donaldson in Q3 2025 and has held it in 5 quarters since.
  • Armstrong Advisory Group's Donaldson position peaked at $3.59K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.