Institute for Wealth Management’s Donaldson DCI Stock Holding History

Institute for 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	$120K	Buy	+1,333	New	+$115K	0.01%	640

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Institute for Wealth Management's DCI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Donaldson (DCI) in Q2 2026: 1,333 shares worth $120K. The stake represents 0.01% of the portfolio and ranks #640 among its holdings.

322 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Institute for Wealth Management held 1,333 shares of Donaldson worth $120K as of Q2 2026.
Donaldson was a new Institute for Wealth Management position in Q2 2026.
Donaldson made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #640 holding.
322 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.