Atria Investments
DCI icon

Atria Investments’s Donaldson DCI Stock Holding History

Atria Investments’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 		$2.24M Buy
25,708
+10,390
+68% +$948K 0.02% 716
2026
Q2 		$1.38M Buy
15,318
+1,159
+8% +$99.7K 0.01% 948
2026
Q1 		$1.2M Sell
14,159
-2,707
-16% -$261K 0.01% 960
2025
Q4 		$1.5M Sell
16,866
-2,780
-14% -$241K 0.02% 860
2025
Q3 		$1.61M Sell
19,646
-1,271
-6% -$95.8K 0.02% 816
2025
Q2 		$1.45M Sell
20,917
-1,985
-9% -$134K 0.02% 867
2025
Q1 		$1.54M Buy
22,902
+8,976
+64% +$621K 0.02% 820
2024
Q4 		$938K Buy
13,926
+4,625
+50% +$341K 0.01% 1015
2024
Q3 		$685K Buy
9,301
+620
+7% +$44.8K 0.01% 1173
2024
Q2 		$621K Buy
+8,681
New +$637K 0.01% 1195
2019
Q4 		– Sell
-17,205
Closed -$896K – 1202
2019
Q3 		$896K Buy
17,205
+462
+3% +$22.9K 0.03% 448
2019
Q2 		$802K Buy
16,743
+3,657
+28% +$186K 0.03% 464
2019
Q1 		$655K Buy
13,086
+3,604
+38% +$174K 0.03% 460
2018
Q4 		$411K Buy
9,482
+1,350
+17% +$69.8K 0.02% 564
2018
Q3 		$474K Buy
8,132
+3,000
+58% +$151K 0.02% 605
2018
Q2 		$232K Buy
5,132
+699
+16% +$32.3K 0.01% 838
2018
Q1 		$200K Buy
+4,433
New +$212K 0.01% 826
2016
Q3 		– Sell
-6,340
Closed -$220K – 554
2016
Q2 		$220K Buy
+6,340
New +$212K 0.02% 427

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

Atria Investments's DCI Position: Q3 2026 in Review

Atria Investments increased its Donaldson (DCI) stake by 68% in Q3 2026, buying an estimated $948K and bringing the position to 25,708 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #716.

Atria Investments first reported a position in DCI in Q2 2016 and has held it in 18 quarters since. 60 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Atria Investments held 25,708 shares of Donaldson worth $2.24M as of Q3 2026.
  • Atria Investments bought 10,390 Donaldson shares in Q3 2026, an estimated $948K.
  • Donaldson made up 0.02% of Atria Investments's portfolio in Q3 2026, its #716 holding.
  • Atria Investments first reported a position in Donaldson in Q2 2016 and has held it in 18 quarters since.
  • 60 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.