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Ashton Thomas Private Wealth’s Donaldson DCI Stock Holding History

Ashton Thomas Private Wealth’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 		$347K Buy
3,862
+879
+29% +$75.6K 0.01% 929
2026
Q1 		$253K Buy
+2,983
New +$288K 0.01% 952
2024
Q3 		– Sell
-174
Closed -$12.5K – 901
2024
Q2 		$12.5K Buy
+174
New +$12.8K ﹤0.01% 1276

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ashton Thomas Private Wealth's DCI Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Donaldson (DCI) stake by 29% in Q2 2026, buying an estimated $75.6K and bringing the position to 3,862 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #929.

Ashton Thomas Private Wealth first reported a position in DCI in Q2 2024 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,862 shares of Donaldson worth $347K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 879 Donaldson shares in Q2 2026, an estimated $75.6K.
  • Donaldson made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #929 holding.
  • Ashton Thomas Private Wealth first reported a position in Donaldson in Q2 2024 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.