MWMDPGFG
DCI icon

MLG Wealth Management DBA Pine Grove Financial Group’s Donaldson DCI Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$1.12M Buy
+12,629
New +$1.1M 0.14% 76

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's DCI Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Donaldson (DCI) in Q4 2025: 12,629 shares worth $1.12M. The stake represents 0.14% of the portfolio and ranks #76 among its holdings.

620 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 12,629 shares of Donaldson worth $1.12M as of Q4 2025.
  • Donaldson was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Donaldson made up 0.14% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #76 holding.
  • 620 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.