Fortitude Family Office’s Donaldson DCI Stock Holding History

Fortitude Family Office’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	$9.05K	Buy	104 +16	+18%	+$1.46K	﹤0.01%	1273
2026 Q2	$7.9K	Buy	88 +1	+1%	+$86	﹤0.01%	878
2026 Q1	$7.38K	Buy	87 +44	+102%	+$4.25K	﹤0.01%	770
2025 Q4	$3.81K	Buy	43 +7	+19%	+$608	﹤0.01%	917
2025 Q3	$2.95K	Sell	36 -5	-12%	-$377	﹤0.01%	1037
2025 Q2	$2.84K	Buy	+41	New	+$2.76K	﹤0.01%	1036
2024 Q1	–	Sell	-418	Closed	-$27.3K	–	995
2023 Q4	$27.3K	Buy	+418	New	+$25.5K	0.02%	249

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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 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

Fortitude Family Office's DCI Position: Q3 2026 in Review

Fortitude Family Office increased its Donaldson (DCI) stake by 18% in Q3 2026, buying an estimated $1.46K and bringing the position to 104 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Fortitude Family Office first reported a position in DCI in Q4 2023 and has held it in 7 quarters since. The position peaked at $27.3K in Q4 2023. 56 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Fortitude Family Office held 104 shares of Donaldson worth $9.05K as of Q3 2026.
Fortitude Family Office bought 16 Donaldson shares in Q3 2026, an estimated $1.46K.
Donaldson made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1273 holding.
Fortitude Family Office first reported a position in Donaldson in Q4 2023 and has held it in 7 quarters since.
Fortitude Family Office's Donaldson position peaked at $27.3K in Q4 2023.
56 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.