Diversify Wealth Management
DCI icon

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
Q2 		$459K Buy
4,923
+783
+19% +$67.4K 0.01% 895
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 $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 $3.38T AUM 44.17% 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

Diversify Wealth Management's DCI Position: Q2 2026 in Review

Diversify Wealth Management increased its Donaldson (DCI) stake by 19% in Q2 2026, buying an estimated $67.4K and bringing the position to 4,923 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #895.

Diversify Wealth Management first reported a position in DCI in Q2 2024 and has held it in 9 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Diversify Wealth Management held 4,923 shares of Donaldson worth $459K as of Q2 2026.
  • Diversify Wealth Management bought 783 Donaldson shares in Q2 2026, an estimated $67.4K.
  • Donaldson made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #895 holding.
  • Diversify Wealth Management first reported a position in Donaldson in Q2 2024 and has held it in 9 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.