CWM
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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
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

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Cornerstone Wealth Management's DCI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Donaldson (DCI) stake by 2.6% in Q2 2026, buying an estimated $14.7K and bringing the position to 6,855 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #440.

Cornerstone Wealth Management first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Cornerstone Wealth Management held 6,855 shares of Donaldson worth $615K as of Q2 2026.
  • Cornerstone Wealth Management bought 171 Donaldson shares in Q2 2026, an estimated $14.7K.
  • Donaldson made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Cornerstone Wealth Management first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.