CWM
DCI icon

Cornerstone Wealth Management’s Donaldson DCI Stock Holding History

Cornerstone Wealth Management’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
Q3 		$596K Sell
6,844
-11
-0.2% -$1K 0.03% 444
2026
Q2 		$615K Buy
6,855
+171
+3% +$14.7K 0.03% 440
2026
Q1 		$567K Sell
6,684
-40
-0.6% -$3.86K 0.03% 417
2025
Q4 		$596K Buy
+6,724
New +$584K 0.03% 382

Other funds holding DCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cornerstone Wealth Management's DCI Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Donaldson (DCI) stake by 0.16% in Q3 2026, selling an estimated $1K and leaving 6,844 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #444.

Cornerstone Wealth Management first reported a position in DCI in Q4 2025 and has held it in 4 quarters since. The position peaked at $615K in Q2 2026. 322 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Cornerstone Wealth Management held 6,844 shares of Donaldson worth $596K as of Q3 2026.
  • Cornerstone Wealth Management sold 11 Donaldson shares in Q3 2026, an estimated $1K.
  • Donaldson made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #444 holding.
  • Cornerstone Wealth Management first reported a position in Donaldson in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's Donaldson position peaked at $615K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.