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Maryland Capital Advisors’s Donaldson DCI Stock Holding History

Maryland Capital Advisors’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
Q3 		$88 Hold
1
– – ﹤0.01% 726
2026
Q2 		$90 Buy
+1
New +$86 ﹤0.01% 729

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Maryland Capital Advisors's DCI Position: Q3 2026 in Review

Maryland Capital Advisors held its Donaldson (DCI) position steady in Q3 2026 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Maryland Capital Advisors first reported a position in DCI in Q2 2026 and has held it in 2 quarters since. The position peaked at $90 in Q2 2026. 61 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Maryland Capital Advisors held 1 share of Donaldson worth $88 as of Q3 2026.
  • Maryland Capital Advisors left its Donaldson share count unchanged in Q3 2026.
  • Donaldson made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q3 2026, its #726 holding.
  • Maryland Capital Advisors first reported a position in Donaldson in Q2 2026 and has held it in 2 quarters since.
  • Maryland Capital Advisors's Donaldson position peaked at $90 in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Maryland Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.