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Dogwood Wealth Management’s Donaldson DCI Stock Holding History

Dogwood 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 		$21K Hold
234
– – 0.01% 243
2026
Q1 		$19.9K Buy
234
+34
+17% +$3.28K 0.01% 246
2025
Q4 		$17.7K Hold
200
– – 0.01% 213
2025
Q3 		$16.4K Buy
200
+111
+125% +$8.37K 0.01% 212
2025
Q2 		$6.29K Buy
+89
New +$5.99K ﹤0.01% 377

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 $3.37T AUM 44.26% 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

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

Dogwood Wealth Management held its Donaldson (DCI) position steady in Q2 2026 at 234 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #243.

Dogwood Wealth Management first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Dogwood Wealth Management held 234 shares of Donaldson worth $21K as of Q2 2026.
  • Dogwood Wealth Management left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Dogwood Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.