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Cornerstone Planning Group’s Donaldson DCI Stock Holding History

Cornerstone Planning Group’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 		$1.47K Sell
16
-1
-6% -$86 ﹤0.01% 1399
2026
Q1 		$1.4K Buy
17
+1
+6% +$97 ﹤0.01% 1374
2025
Q4 		$1.64K Sell
16
-67
-81% -$5.82K ﹤0.01% 1231
2025
Q3 		$21.1K Buy
83
+67
+419% +$5.05K ﹤0.01% 563
2025
Q2 		$1.16K Sell
16
-11
-41% -$740 ﹤0.01% 1078
2025
Q1 		$1.72K Buy
+27
New +$1.87K ﹤0.01% 1020

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cornerstone Planning Group's DCI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Donaldson (DCI) stake by 5.9% in Q2 2026, selling an estimated $86 and leaving 16 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Cornerstone Planning Group first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.1K in Q3 2025. 346 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Cornerstone Planning Group held 16 shares of Donaldson worth $1.47K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Donaldson share in Q2 2026, an estimated $86.
  • Donaldson made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1399 holding.
  • Cornerstone Planning Group first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Donaldson position peaked at $21.1K in Q3 2025.
  • 346 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.