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Centennial Wealth Advisory’s Donaldson DCI Stock Holding History

Centennial Wealth Advisory’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 		$333K Buy
+3,708
New +$319K 0.07% 145

Other funds holding DCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Centennial Wealth Advisory's DCI Position: Q2 2026 in Review

Centennial Wealth Advisory opened a new position in Donaldson (DCI) in Q2 2026: 3,708 shares worth $333K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings.

76 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Centennial Wealth Advisory held 3,708 shares of Donaldson worth $333K as of Q2 2026.
  • Donaldson was a new Centennial Wealth Advisory position in Q2 2026.
  • Donaldson made up 0.07% of Centennial Wealth Advisory's portfolio in Q2 2026, its #145 holding.
  • 76 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.