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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
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

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Elevation Wealth Partners's DCI Position: Q2 2026 in Review

Elevation Wealth Partners increased its Donaldson (DCI) stake by 884% in Q2 2026, buying an estimated $14.5K and bringing the position to 187 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #645.

Elevation Wealth Partners first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Elevation Wealth Partners held 187 shares of Donaldson worth $16.8K as of Q2 2026.
  • Elevation Wealth Partners bought 168 Donaldson shares in Q2 2026, an estimated $14.5K.
  • Donaldson made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #645 holding.
  • Elevation Wealth Partners first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.