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Evolve Private Wealth’s Donaldson DCI Stock Holding History

Evolve Private Wealth’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 		$332K Buy
+3,700
New +$318K 0.02% 676

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 $3.37T AUM 44.26% 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

Evolve Private Wealth's DCI Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Donaldson (DCI) in Q2 2026: 3,700 shares worth $332K. The stake represents 0.02% of the portfolio and ranks #676 among its holdings.

626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Evolve Private Wealth held 3,700 shares of Donaldson worth $332K as of Q2 2026.
  • Donaldson was a new Evolve Private Wealth position in Q2 2026.
  • Donaldson made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #676 holding.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.