Curio Wealth’s Donaldson DCI Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$85	–	343
2026 Q1	$85	Buy	+1	New	+$97	﹤0.01%	1009

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Curio Wealth's DCI Position: Q2 2026 in Review

Curio Wealth sold out of Donaldson (DCI) in Q2 2026, closing a stake of 1 share — an estimated $85 sold.

Curio Wealth first reported a position in DCI in Q1 2026 and held it in 1 quarter. The position peaked at $85 in Q1 2026. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Curio Wealth reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Donaldson share in Q2 2026, an estimated $85.
Curio Wealth first reported a position in Donaldson in Q1 2026 and held it in 1 quarter.
Curio Wealth's Donaldson position peaked at $85 in Q1 2026.
629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.