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Diversify Wealth Management’s Donaldson DCI Stock Holding History

Diversify Wealth Management’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
Q1 		$360K Buy
4,140
+1,302
+46% +$126K 0.01% 906
2025
Q4 		$275K Sell
2,838
-26
-0.9% -$2.26K 0.01% 539
2025
Q3 		$242K Sell
2,864
-169
-6% -$12.7K 0.01% 490
2025
Q2 		$224K Sell
3,033
-166
-5% -$11.2K 0.01% 502
2025
Q1 		$210K Sell
3,199
-252
-7% -$17.4K 0.02% 489
2024
Q4 		$230K Sell
3,451
-122
-3% -$9K 0.02% 468
2024
Q3 		$264K Sell
3,573
-210
-6% -$15.2K 0.03% 418
2024
Q2 		$267K Buy
+3,783
New +$278K 0.03% 373

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Wealth Management's DCI Position: Q1 2026 in Review

Diversify Wealth Management increased its Donaldson (DCI) stake by 46% in Q1 2026, buying an estimated $126K and bringing the position to 4,140 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #906.

Diversify Wealth Management first reported a position in DCI in Q2 2024 and has held it in 8 quarters since. 607 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Diversify Wealth Management held 4,140 shares of Donaldson worth $360K as of Q1 2026.
  • Diversify Wealth Management bought 1,302 Donaldson shares in Q1 2026, an estimated $126K.
  • Donaldson made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #906 holding.
  • Diversify Wealth Management first reported a position in Donaldson in Q2 2024 and has held it in 8 quarters since.
  • 607 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.