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Elevation Wealth Partners’s Donaldson DCI Stock Holding History

Elevation Wealth Partners’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 		$25.9K Buy
297
+110
+59% +$10K 0.01% 599
2026
Q2 		$16.8K Buy
187
+168
+884% +$14.5K 0.01% 645
2026
Q1 		$1.61K Hold
19
– – ﹤0.01% 940
2025
Q4 		$1.69K Hold
19
– – ﹤0.01% 810
2025
Q3 		$1.56K Buy
+19
New +$1.43K ﹤0.01% 687

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ)
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
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Focus Financial Network
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

Elevation Wealth Partners's DCI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Donaldson (DCI) stake by 59% in Q3 2026, buying an estimated $10K and bringing the position to 297 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #599.

Elevation Wealth Partners first reported a position in DCI in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Elevation Wealth Partners held 297 shares of Donaldson worth $25.9K as of Q3 2026.
  • Elevation Wealth Partners bought 110 Donaldson shares in Q3 2026, an estimated $10K.
  • Donaldson made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #599 holding.
  • Elevation Wealth Partners first reported a position in Donaldson in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.