CX Institutional’s Donaldson DCI Stock Holding History

CX Institutional’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	$361K	Buy	4,148 +21	+0.5%	+$1.92K	0.01%	559
2026 Q2	$370K	Sell	4,127 -1,221	-23%	-$105K	0.01%	552
2026 Q1	$454K	Buy	5,348 +18	+0.3%	+$1.74K	0.01%	481
2025 Q4	$473K	Sell	5,330 -63	-1%	-$5.47K	0.01%	437
2025 Q3	$441K	Buy	5,393 +4,609	+588%	+$348K	0.01%	465
2025 Q2	$54K	Hold	784	–	–	﹤0.01%	845
2025 Q1	$53K	Buy	+784	New	+$54.2K	﹤0.01%	825
2022 Q3	–	Sell	-480	Closed	-$23K	–	610
2022 Q2	$23K	Buy	+480	New	+$24.2K	﹤0.01%	815
2021 Q4	–	Sell	-320	Closed	-$18K	–	456
2021 Q3	$18K	Hold	320	–	–	﹤0.01%	755
2021 Q2	$20K	Hold	320	–	–	﹤0.01%	737
2021 Q1	$19K	Hold	320	–	–	﹤0.01%	677
2020 Q4	$18K	Hold	320	–	–	﹤0.01%	629
2020 Q3	$15K	Sell	320 -114	-26%	-$5.54K	﹤0.01%	605
2020 Q2	$20K	Buy	434 +394	+985%	+$17.4K	﹤0.01%	436
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	658
2019 Q4	$2K	Sell	40 -46	-53%	-$2.5K	﹤0.01%	661
2019 Q3	$4K	Sell	86 -42	-33%	-$2.08K	﹤0.01%	615
2019 Q2	$7K	Sell	128 -510	-80%	-$25.9K	﹤0.01%	542
2019 Q1	$32K	Buy	+638	New	+$30.8K	0.01%	358

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

CX Institutional's DCI Position: Q3 2026 in Review

CX Institutional increased its Donaldson (DCI) stake by 0.51% in Q3 2026, buying an estimated $1.92K and bringing the position to 4,148 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #559.

CX Institutional first reported a position in DCI in Q1 2019 and has held it in 19 quarters since. The position peaked at $473K in Q4 2025. 47 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

CX Institutional held 4,148 shares of Donaldson worth $361K as of Q3 2026.
CX Institutional bought 21 Donaldson shares in Q3 2026, an estimated $1.92K.
Donaldson made up 0.01% of CX Institutional's portfolio in Q3 2026, its #559 holding.
CX Institutional first reported a position in Donaldson in Q1 2019 and has held it in 19 quarters since.
CX Institutional's Donaldson position peaked at $473K in Q4 2025.
47 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.