EP
DCI icon

Essential Partners’s Donaldson DCI Stock Holding History

Essential 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 		$41.7K Hold
479
– – 0.02% 669
2026
Q2 		$43K Sell
479
-116
-19% -$9.98K 0.02% 653
2026
Q1 		$50.5K Hold
595
– – 0.02% 602
2025
Q4 		$52.8K Buy
595
+11
+2% +$955 0.02% 593
2025
Q3 		$47.8K Buy
584
+23
+4% +$1.73K 0.02% 604
2025
Q2 		$38.9K Buy
+561
New +$37.7K 0.02% 525

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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 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

Essential Partners's DCI Position: Q3 2026 in Review

Essential Partners held its Donaldson (DCI) position steady in Q3 2026 at 479 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #669.

Essential Partners first reported a position in DCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $52.8K in Q4 2025. 59 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Essential Partners held 479 shares of Donaldson worth $41.7K as of Q3 2026.
  • Essential Partners left its Donaldson share count unchanged in Q3 2026.
  • Donaldson made up 0.02% of Essential Partners's portfolio in Q3 2026, its #669 holding.
  • Essential Partners first reported a position in Donaldson in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Donaldson position peaked at $52.8K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.