Marks Group Wealth Management’s Donaldson DCI Stock Holding History

Marks Group 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	$5.28M	Hold	58,792	–	–	0.46%	51
2026 Q1	$4.99M	Hold	58,792	–	–	0.48%	84
2025 Q4	$5.21M	Hold	58,792	–	–	0.5%	76
2025 Q3	$4.81M	Hold	58,792	–	–	0.45%	85
2025 Q2	$4.08M	Hold	58,792	–	–	0.38%	87
2025 Q1	$3.94M	Hold	58,792	–	–	0.38%	87
2024 Q4	$3.96M	Hold	58,792	–	–	0.39%	89
2024 Q3	$4.33M	Hold	58,792	–	–	0.41%	86
2024 Q2	$4.21M	Hold	58,792	–	–	0.44%	82
2024 Q1	$4.39M	Hold	58,792	–	–	0.46%	79
2023 Q4	$3.84M	Hold	58,792	–	–	0.44%	80
2023 Q3	$3.51M	Hold	58,792	–	–	0.43%	83
2023 Q2	$3.68M	Hold	58,792	–	–	0.44%	85
2023 Q1	$3.84M	Hold	58,792	–	–	0.49%	81
2022 Q4	$3.46M	Hold	58,792	–	–	0.47%	83
2022 Q3	$2.88M	Hold	58,792	–	–	0.44%	82
2022 Q2	$2.83M	Sell	58,792 -19,729	-25%	-$994K	0.41%	88
2022 Q1	$4.08M	Hold	78,521	–	–	0.51%	79
2021 Q4	$4.65M	Buy	+78,521	New	+$4.65M	0.57%	69

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Marks Group Wealth Management's DCI Position: Q2 2026 in Review

Marks Group Wealth Management held its Donaldson (DCI) position steady in Q2 2026 at 58,792 shares worth $5.28M. The position accounts for 0.46% of the portfolio, ranked #51.

Marks Group Wealth Management first reported a position in DCI in Q4 2021 and has held it in 19 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Marks Group Wealth Management held 58,792 shares of Donaldson worth $5.28M as of Q2 2026.
Marks Group Wealth Management left its Donaldson share count unchanged in Q2 2026.
Donaldson made up 0.46% of Marks Group Wealth Management's portfolio in Q2 2026, its #51 holding.
Marks Group Wealth Management first reported a position in Donaldson in Q4 2021 and has held it in 19 quarters since.
631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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