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Empirical Wealth Management’s Donaldson DCI Stock Holding History

Empirical 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 		$326K Sell
3,627
-925
-20% -$79.6K ﹤0.01% 846
2026
Q1 		$386K Buy
4,552
+1,685
+59% +$163K 0.01% 686
2025
Q4 		$254K Buy
2,867
+305
+12% +$26.5K ﹤0.01% 759
2025
Q3 		$210K Buy
+2,562
New +$193K ﹤0.01% 742

Other funds holding DCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Empirical Wealth Management reduced its Donaldson (DCI) stake by 20% in Q2 2026, selling an estimated $79.6K and leaving 3,627 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Empirical Wealth Management first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $386K in Q1 2026. 247 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Empirical Wealth Management held 3,627 shares of Donaldson worth $326K as of Q2 2026.
  • Empirical Wealth Management sold 925 Donaldson shares in Q2 2026, an estimated $79.6K.
  • Donaldson made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Empirical Wealth Management first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Empirical Wealth Management's Donaldson position peaked at $386K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.