DS
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Dudley & Shanley’s Donaldson DCI Stock Holding History

Dudley & Shanley’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 		$22.6M Sell
260,170
-12,160
-4% -$1.11M 3.6% 9
2026
Q2 		$24.4M Buy
272,330
+1,925
+0.7% +$166K 3.69% 11
2026
Q1 		$22.9M Hold
270,405
– – 3.75% 12
2025
Q4 		$24M Sell
270,405
-180
-0.1% -$15.6K 3.85% 13
2025
Q3 		$22.1M Buy
270,585
+61,400
+29% +$4.63M 3.56% 15
2025
Q2 		$14.5M Sell
209,185
-35,780
-15% -$2.41M 2.28% 22
2025
Q1 		$16.4M Sell
244,965
-23,785
-9% -$1.65M 2.59% 19
2024
Q4 		$18.1M Buy
268,750
+263,600
+5,118% +$19.4M 2.8% 19
2024
Q3 		$380K Hold
5,150
– – 0.06% 34
2024
Q2 		$369K Buy
5,150
+1,400
+37% +$103K 0.06% 34
2024
Q1 		$280K Buy
+3,750
New +$255K 0.05% 35

Other funds holding DCI

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
FFN
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
DM
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
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Dudley & Shanley's DCI Position: Q3 2026 in Review

Dudley & Shanley reduced its Donaldson (DCI) stake by 4.5% in Q3 2026, selling an estimated $1.11M and leaving 260,170 shares worth $22.6M. The position accounts for 3.6% of the portfolio, ranked #9.

Dudley & Shanley first reported a position in DCI in Q1 2024 and has held it in 11 quarters since. The position peaked at $24.4M in Q2 2026. 47 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Dudley & Shanley held 260,170 shares of Donaldson worth $22.6M as of Q3 2026.
  • Dudley & Shanley sold 12,160 Donaldson shares in Q3 2026, an estimated $1.11M.
  • Donaldson made up 3.6% of Dudley & Shanley's portfolio in Q3 2026, its #9 holding.
  • Dudley & Shanley first reported a position in Donaldson in Q1 2024 and has held it in 11 quarters since.
  • Dudley & Shanley's Donaldson position peaked at $24.4M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Dudley & Shanley's 13F filing for Q3 2026, filed 6 Oct 2026.