Highline Wealth Partners
DCI icon

Highline Wealth Partners’s Donaldson DCI Stock Holding History

Highline Wealth Partners’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 		$6.35K Sell
73
-8
-10% -$730 ﹤0.01% 844
2026
Q2 		$7.27K Buy
+81
New +$6.97K ﹤0.01% 734

Other funds holding DCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Highline Wealth Partners's DCI Position: Q3 2026 in Review

Highline Wealth Partners reduced its Donaldson (DCI) stake by 9.9% in Q3 2026, selling an estimated $730 and leaving 73 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Highline Wealth Partners first reported a position in DCI in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.27K in Q2 2026. 347 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Highline Wealth Partners held 73 shares of Donaldson worth $6.35K as of Q3 2026.
  • Highline Wealth Partners sold 8 Donaldson shares in Q3 2026, an estimated $730.
  • Donaldson made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #844 holding.
  • Highline Wealth Partners first reported a position in Donaldson in Q2 2026 and has held it in 2 quarters since.
  • Highline Wealth Partners's Donaldson position peaked at $7.27K in Q2 2026.
  • 347 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.