JWM
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JGP Wealth Management’s Donaldson DCI Stock Holding History

JGP 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 		$1.67M Hold
18,554
– – 0.15% 81
2026
Q1 		$1.57M Hold
18,554
– – 0.16% 76
2025
Q4 		$1.64M Buy
+18,554
New +$1.61M 0.17% 79

Other funds holding DCI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return

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

JGP Wealth Management held its Donaldson (DCI) position steady in Q2 2026 at 18,554 shares worth $1.67M. The position accounts for 0.15% of the portfolio, ranked #81.

JGP Wealth Management first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • JGP Wealth Management held 18,554 shares of Donaldson worth $1.67M as of Q2 2026.
  • JGP Wealth Management left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.15% of JGP Wealth Management's portfolio in Q2 2026, its #81 holding.
  • JGP Wealth Management first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.