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Curated Wealth Partners’s Donaldson DCI Stock Holding History

Curated Wealth Partners’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 		$780K Buy
5,749
+683
+13% +$58.7K 0.1% 179
2026
Q1 		$430K Hold
5,066
– – 0.05% 122
2025
Q4 		$449K Buy
5,066
+1,216
+32% +$106K 0.05% 126
2025
Q3 		$315K Hold
3,850
– – 0.04% 122
2025
Q2 		$267K Hold
3,850
– – 0.03% 137
2025
Q1 		$258K Buy
+3,850
New +$266K 0.03% 132

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Curated Wealth Partners's DCI Position: Q2 2026 in Review

Curated Wealth Partners increased its Donaldson (DCI) stake by 13% in Q2 2026, buying an estimated $58.7K and bringing the position to 5,749 shares worth $780K. The position accounts for 0.1% of the portfolio, ranked #179.

Curated Wealth Partners first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Curated Wealth Partners held 5,749 shares of Donaldson worth $780K as of Q2 2026.
  • Curated Wealth Partners bought 683 Donaldson shares in Q2 2026, an estimated $58.7K.
  • Donaldson made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #179 holding.
  • Curated Wealth Partners first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.