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DiNuzzo Private Wealth’s Donaldson DCI Stock Holding History

DiNuzzo Private 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 		$2.06K Hold
23
– – ﹤0.01% 662
2026
Q1 		$1.95K Hold
23
– – ﹤0.01% 652
2025
Q4 		$2.04K Buy
23
+2
+10% +$174 ﹤0.01% 632
2025
Q3 		$1.67K Hold
21
– – ﹤0.01% 703
2025
Q2 		$1.46K Sell
21
-1
-5% -$67 ﹤0.01% 735
2025
Q1 		$1.48K Hold
22
– – ﹤0.01% 699
2024
Q4 		$1.48K Hold
22
– – ﹤0.01% 710
2024
Q3 		$1.62K Hold
22
– – ﹤0.01% 691
2024
Q2 		$1.57K Buy
22
+3
+16% +$220 ﹤0.01% 605
2024
Q1 		$1.42K Hold
19
– – ﹤0.01% 604
2023
Q4 		$1.24K Buy
+19
New +$1.16K ﹤0.01% 622

Other funds holding DCI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DiNuzzo Private Wealth's DCI Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Donaldson (DCI) position steady in Q2 2026 at 23 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

DiNuzzo Private Wealth first reported a position in DCI in Q4 2023 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • DiNuzzo Private Wealth held 23 shares of Donaldson worth $2.06K as of Q2 2026.
  • DiNuzzo Private Wealth left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #662 holding.
  • DiNuzzo Private Wealth first reported a position in Donaldson in Q4 2023 and has held it in 11 quarters since.
  • 193 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.