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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 		$426K Sell
4,742
-324
-6% -$27.9K 0.05% 125
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Curated Wealth Partners reduced its Donaldson (DCI) stake by 6.4% in Q2 2026, selling an estimated $27.9K and leaving 4,742 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #125.

Curated Wealth Partners first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Curated Wealth Partners held 4,742 shares of Donaldson worth $426K as of Q2 2026.
  • Curated Wealth Partners sold 324 Donaldson shares in Q2 2026, an estimated $27.9K.
  • Donaldson made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Curated Wealth Partners first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • Curated Wealth Partners's Donaldson position peaked at $449K in Q4 2025.
  • 631 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.