HB Wealth Management
DCI icon

HB Wealth Management’s Donaldson DCI Stock Holding History

HB 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 		$337K Buy
3,750
+248
+7% +$21.3K ﹤0.01% 1314
2026
Q1 		$297K Buy
3,502
+129
+4% +$12.5K ﹤0.01% 1243
2025
Q4 		$299K Buy
3,373
+175
+5% +$15.2K ﹤0.01% 1138
2025
Q3 		$262K Buy
+3,198
New +$241K ﹤0.01% 1138
2023
Q3 		– Sell
-4,754
Closed -$297K – 766
2023
Q2 		$297K Buy
4,754
+310
+7% +$19.4K ﹤0.01% 549
2023
Q1 		$290K Buy
4,444
+233
+6% +$14.6K 0.01% 545
2022
Q4 		$248K Buy
4,211
+40
+1% +$2.29K ﹤0.01% 580
2022
Q3 		$204K Buy
+4,171
New +$218K ﹤0.01% 543
2022
Q1 		– Sell
-3,690
Closed -$219K – 598
2021
Q4 		$219K Buy
+3,690
New +$218K ﹤0.01% 472

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 $3.38T AUM 44.17% 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

HB Wealth Management's DCI Position: Q2 2026 in Review

HB Wealth Management increased its Donaldson (DCI) stake by 7.1% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,750 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

HB Wealth Management first reported a position in DCI in Q4 2021 and has held it in 9 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • HB Wealth Management held 3,750 shares of Donaldson worth $337K as of Q2 2026.
  • HB Wealth Management bought 248 Donaldson shares in Q2 2026, an estimated $21.3K.
  • Donaldson made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1314 holding.
  • HB Wealth Management first reported a position in Donaldson in Q4 2021 and has held it in 9 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.