EWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's DCI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Donaldson (DCI) stake by 57% in Q1 2026, buying an estimated $117K and bringing the position to 3,315 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #873.

EverSource Wealth Advisors first reported a position in DCI in Q3 2022 and has held it in 15 quarters since. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • EverSource Wealth Advisors held 3,315 shares of Donaldson worth $281K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,208 Donaldson shares in Q1 2026, an estimated $117K.
  • Donaldson made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #873 holding.
  • EverSource Wealth Advisors first reported a position in Donaldson in Q3 2022 and has held it in 15 quarters since.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.