Continuum Advisory’s Donaldson DCI Stock Holding History

Continuum 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
2025 Q2	–	Sell	-249	Closed	-$16.7K	–	668
2025 Q1	$16.7K	Buy	+249	New	+$17.2K	﹤0.01%	892

Other funds holding DCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Continuum Advisory's DCI Position: Q2 2025 in Review

Continuum Advisory sold out of Donaldson (DCI) in Q2 2025, closing a stake of 249 shares — an estimated $16.7K sold.

Continuum Advisory first reported a position in DCI in Q1 2025 and held it in 1 quarter. The position peaked at $16.7K in Q1 2025. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

Continuum Advisory reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 249 Donaldson shares in Q2 2025, an estimated $16.7K.
Continuum Advisory first reported a position in Donaldson in Q1 2025 and held it in 1 quarter.
Continuum Advisory's Donaldson position peaked at $16.7K in Q1 2025.
526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.