Avidian Wealth Enterprises’s Donaldson DCI Stock Holding History

Avidian Wealth Enterprises’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 Q1	–	Sell	-2,477	Closed	-$220K	–	679
2025 Q4	$220K	Buy	2,477 +25	+1%	+$2.17K	0.01%	541
2025 Q3	$201K	Buy	+2,452	New	+$185K	0.01%	562
2025 Q1	–	Sell	-3,200	Closed	-$216K	–	529
2024 Q4	$216K	Hold	3,200	–	–	0.01%	471
2024 Q3	$236K	Hold	3,200	–	–	0.01%	450
2024 Q2	$229K	Hold	3,200	–	–	0.01%	454
2024 Q1	$239K	Hold	3,200	–	–	0.01%	389
2023 Q4	$209K	Buy	+3,200	New	+$195K	0.01%	395
2023 Q3	–	Sell	-3,200	Closed	-$200K	–	402
2023 Q2	$200K	Hold	3,200	–	–	0.01%	398
2023 Q1	$209K	Buy	+3,200	New	+$201K	0.01%	444
2022 Q1	–	Sell	-3,589	Closed	-$213K	–	508
2021 Q4	$213K	Buy	3,589 +1	+0%	+$59	0.01%	483
2021 Q3	$206K	Buy	3,588 +1	+0%	+$64	0.02%	349
2021 Q2	$228K	Buy	3,587 +29	+0.8%	+$1.79K	0.02%	347
2021 Q1	$207K	Buy	+3,558	New	+$213K	0.02%	338

Other funds holding DCI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avidian Wealth Enterprises's DCI Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of Donaldson (DCI) in Q1 2026, closing a stake of 2,477 shares — an estimated $220K sold.

Avidian Wealth Enterprises first reported a position in DCI in Q1 2021 and held it in 13 quarters. The position peaked at $239K in Q1 2024. 610 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

Avidian Wealth Enterprises reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 2,477 Donaldson shares in Q1 2026, an estimated $220K.
Avidian Wealth Enterprises first reported a position in Donaldson in Q1 2021 and held it in 13 quarters.
Avidian Wealth Enterprises's Donaldson position peaked at $239K in Q1 2024.
610 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.