EverSource Wealth Advisors
DCI icon

EverSource Wealth Advisors’s Donaldson DCI Stock Holding History

EverSource Wealth Advisors’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 		$146K Sell
1,624
-1,691
-51% -$145K ﹤0.01% 1188
2026
Q1 		$281K Buy
3,315
+1,208
+57% +$117K 0.01% 873
2025
Q4 		$187K Buy
2,107
+66
+3% +$5.73K 0.01% 976
2025
Q3 		$167K Buy
2,041
+9
+0.4% +$679 0.01% 1002
2025
Q2 		$141K Buy
2,032
+933
+85% +$62.8K 0.01% 1029
2025
Q1 		$73.7K Sell
1,099
-38
-3% -$2.63K ﹤0.01% 1043
2024
Q4 		$76.6K Buy
1,137
+353
+45% +$26K ﹤0.01% 1004
2024
Q3 		$57.8K Buy
784
+3
+0.4% +$217 ﹤0.01% 1003
2024
Q2 		$58.4K Buy
781
+15
+2% +$1.1K ﹤0.01% 1017
2024
Q1 		$55.3K Buy
766
+184
+32% +$12.5K ﹤0.01% 938
2023
Q4 		$38K Buy
582
+21
+4% +$1.28K ﹤0.01% 1004
2023
Q3 		$33.5K Sell
561
-12
-2% -$743 ﹤0.01% 955
2023
Q2 		$35.8K Buy
573
+12
+2% +$751 ﹤0.01% 961
2023
Q1 		$36.7K Hold
561
– – ﹤0.01% 893
2022
Q4 		$33K Hold
561
– – 0.01% 920
2022
Q3 		$27K Buy
+561
New +$29.3K 0.01% 799

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

EverSource Wealth Advisors's DCI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Donaldson (DCI) stake by 51% in Q2 2026, selling an estimated $145K and leaving 1,624 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

EverSource Wealth Advisors first reported a position in DCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $281K in Q1 2026. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • EverSource Wealth Advisors held 1,624 shares of Donaldson worth $146K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,691 Donaldson shares in Q2 2026, an estimated $145K.
  • Donaldson made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1188 holding.
  • EverSource Wealth Advisors first reported a position in Donaldson in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Donaldson position peaked at $281K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.