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MassMutual Private Wealth & Trust’s Donaldson DCI Stock Holding History

MassMutual Private Wealth & Trust’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 		$27K Sell
301
-48
-14% -$4.13K ﹤0.01% 1011
2026
Q1 		$29.6K Buy
349
+60
+21% +$5.79K ﹤0.01% 950
2025
Q4 		$25.6K Buy
289
+7
+2% +$608 ﹤0.01% 1020
2025
Q3 		$23.1K Sell
282
-12
-4% -$905 ﹤0.01% 1057
2025
Q2 		$20.4K Buy
294
+50
+20% +$3.36K ﹤0.01% 1099
2025
Q1 		$16.4K Sell
244
-6
-2% -$415 ﹤0.01% 1110
2024
Q4 		$16.8K Buy
250
+38
+18% +$2.8K ﹤0.01% 1075
2024
Q3 		$15.6K Buy
212
+54
+34% +$3.9K ﹤0.01% 979
2024
Q2 		$11.3K Sell
158
-3
-2% -$220 ﹤0.01% 1057
2024
Q1 		$12K Sell
161
-1
-0.6% -$68 ﹤0.01% 978
2023
Q4 		$10.6K Sell
162
-79
-33% -$4.81K ﹤0.01% 994
2023
Q3 		$14.4K Buy
241
+44
+22% +$2.72K ﹤0.01% 885
2023
Q2 		$12.3K Buy
197
+11
+6% +$688 ﹤0.01% 904
2023
Q1 		$12.2K Buy
186
+139
+296% +$8.73K ﹤0.01% 879
2022
Q4 		$3K Buy
47
+33
+236% +$1.89K ﹤0.01% 1135
2022
Q3 		$1K Hold
14
– – ﹤0.01% 1396
2022
Q2 		$1K Hold
14
– – ﹤0.01% 1285
2022
Q1 		$1K Sell
14
-38
-73% -$2.07K ﹤0.01% 1300
2021
Q4 		$3K Sell
52
-18
-26% -$1.07K ﹤0.01% 986
2021
Q3 		$4K Hold
70
– – ﹤0.01% 922
2021
Q2 		$4K Hold
70
– – ﹤0.01% 877
2021
Q1 		$4K Buy
70
+18
+35% +$1.08K ﹤0.01% 754
2020
Q4 		$3K Buy
+52
New +$2.74K ﹤0.01% 732
2019
Q1 		– Sell
-48
Closed -$2.08K – 889
2018
Q4 		$2.08K Hold
48
– – ﹤0.01% 827
2018
Q3 		$2.8K Hold
48
– – ﹤0.01% 792
2018
Q2 		$2.17K Hold
48
– – ﹤0.01% 865
2018
Q1 		$2.16K Hold
48
– – ﹤0.01% 817
2017
Q4 		$2.35K Buy
+48
New +$2.29K ﹤0.01% 746
2016
Q2 		– Sell
-309
Closed -$10.3K – 845
2016
Q1 		$9.86K Buy
+309
New +$9.07K ﹤0.01% 534

Other funds holding DCI

Pictet Asset Management
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 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

MassMutual Private Wealth & Trust's DCI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Donaldson (DCI) stake by 14% in Q2 2026, selling an estimated $4.13K and leaving 301 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

MassMutual Private Wealth & Trust first reported a position in DCI in Q1 2016 and has held it in 29 quarters since. The position peaked at $29.6K in Q1 2026. 238 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • MassMutual Private Wealth & Trust held 301 shares of Donaldson worth $27K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 48 Donaldson shares in Q2 2026, an estimated $4.13K.
  • Donaldson made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1011 holding.
  • MassMutual Private Wealth & Trust first reported a position in Donaldson in Q1 2016 and has held it in 29 quarters since.
  • MassMutual Private Wealth & Trust's Donaldson position peaked at $29.6K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.