GAMMA Investing
DCI icon

GAMMA Investing’s Donaldson DCI Stock Holding History

GAMMA Investing’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 		$387K Buy
4,443
+520
+13% +$47.4K 0.01% 848
2026
Q2 		$352K Buy
3,923
+1,039
+36% +$89.4K 0.01% 857
2026
Q1 		$245K Sell
2,884
-83
-3% -$8.02K 0.01% 968
2025
Q4 		$263K Buy
2,967
+304
+11% +$26.4K 0.01% 856
2025
Q3 		$218K Buy
2,663
+351
+15% +$26.5K 0.01% 920
2025
Q2 		$160K Sell
2,312
-116
-5% -$7.8K 0.01% 1067
2025
Q1 		$163K Buy
2,428
+1,503
+162% +$104K 0.01% 888
2024
Q4 		$62.3K Buy
925
+206
+29% +$15.2K 0.01% 1488
2024
Q3 		$53K Buy
719
+301
+72% +$21.8K 0.01% 1456
2024
Q2 		$29.9K Sell
418
-441
-51% -$32.4K ﹤0.01% 1583
2024
Q1 		$64.2K Buy
859
+4
+0.5% +$272 0.01% 874
2023
Q4 		$55.2K Buy
+855
New +$52.1K 0.02% 838

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
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
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

GAMMA Investing's DCI Position: Q3 2026 in Review

GAMMA Investing increased its Donaldson (DCI) stake by 13% in Q3 2026, buying an estimated $47.4K and bringing the position to 4,443 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #848.

GAMMA Investing first reported a position in DCI in Q4 2023 and has held it in 12 quarters since. 50 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • GAMMA Investing held 4,443 shares of Donaldson worth $387K as of Q3 2026.
  • GAMMA Investing bought 520 Donaldson shares in Q3 2026, an estimated $47.4K.
  • Donaldson made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #848 holding.
  • GAMMA Investing first reported a position in Donaldson in Q4 2023 and has held it in 12 quarters since.
  • 50 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.