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IMG Wealth Management’s Donaldson DCI Stock Holding History

IMG 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
Q1 		– Sell
-85
Closed -$7.54K – 532
2025
Q4 		$7.54K Hold
85
– – ﹤0.01% 360
2025
Q3 		$6.96K Hold
85
– – ﹤0.01% 319
2025
Q2 		$5.89K Buy
+85
New +$5.72K ﹤0.01% 328

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMG Wealth Management's DCI Position: Q1 2026 in Review

IMG Wealth Management sold out of Donaldson (DCI) in Q1 2026, closing a stake of 85 shares — an estimated $7.54K sold.

IMG Wealth Management first reported a position in DCI in Q2 2025 and held it in 3 quarters. The position peaked at $7.54K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • IMG Wealth Management reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 85 Donaldson shares in Q1 2026, an estimated $7.54K.
  • IMG Wealth Management first reported a position in Donaldson in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Donaldson position peaked at $7.54K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.