Atria Wealth Solutions’s Donaldson DCI Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-3,800	Closed	-$256K	–	1907
2024 Q4	$256K	Sell	3,800 -70	-2%	-$5.16K	﹤0.01%	1652
2024 Q3	$285K	Sell	3,870 -307	-7%	-$22.2K	﹤0.01%	1547
2024 Q2	$299K	Sell	4,177 -299	-7%	-$21.9K	﹤0.01%	1504
2024 Q1	$334K	Buy	4,476 +70	+2%	+$4.76K	﹤0.01%	1489
2023 Q4	$288K	Hold	4,406	–	–	﹤0.01%	1530
2023 Q3	$263K	Sell	4,406 -5,152	-54%	-$319K	﹤0.01%	1502
2023 Q2	$599K	Buy	9,558 +5,752	+151%	+$360K	0.01%	1067
2023 Q1	$249K	Hold	3,806	–	–	﹤0.01%	1528
2022 Q4	$224K	Buy	+3,806	New	+$218K	﹤0.01%	1538
2022 Q2	–	Sell	-3,923	Closed	-$204K	–	1687
2022 Q1	$204K	Buy	+3,923	New	+$214K	﹤0.01%	1589

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's DCI Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Donaldson (DCI) in Q1 2025, closing a stake of 3,800 shares — an estimated $256K sold.

Atria Wealth Solutions first reported a position in DCI in Q1 2022 and held it in 10 quarters. The position peaked at $599K in Q2 2023. 520 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

Atria Wealth Solutions reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,800 Donaldson shares in Q1 2025, an estimated $256K.
Atria Wealth Solutions first reported a position in Donaldson in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's Donaldson position peaked at $599K in Q2 2023.
520 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.