GWWM
DCI icon

Great Waters Wealth Management’s Donaldson DCI Stock Holding History

Great Waters Wealth Management’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 		$2.71M Hold
30,219
– – 0.25% 20
2026
Q1 		$2.56M Sell
30,219
-200
-0.7% -$19.3K 0.27% 19
2025
Q4 		$2.7M Sell
30,419
-400
-1% -$34.7K 0.3% 19
2025
Q3 		$2.52M Sell
30,819
-500
-2% -$37.7K 0.3% 20
2025
Q2 		$2.17M Hold
31,319
– – 0.28% 24
2025
Q1 		$2.1M Hold
31,319
– – 0.29% 22
2024
Q4 		$2.11M Sell
31,319
-554
-2% -$40.9K 0.27% 24
2024
Q3 		$2.35M Sell
31,873
-126
-0.4% -$9.11K 0.32% 23
2024
Q2 		$2.29M Sell
31,999
-586
-2% -$43K 0.35% 23
2024
Q1 		$2.43M Sell
32,585
-610
-2% -$41.5K 0.4% 21
2023
Q4 		$2.11M Hold
33,195
– – 0.37% 24
2023
Q3 		$1.99M Sell
33,195
-539
-2% -$33.4K 0.39% 26
2023
Q2 		$2.11M Sell
33,734
-999
-3% -$62.5K 0.42% 26
2023
Q1 		$2.22M Buy
34,733
+1
+0% +$63 0.47% 24
2022
Q4 		$2.12M Buy
+34,732
New +$1.99M 0.46% 26

Other funds holding DCI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return