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Mowery & Schoenfeld Wealth Management’s Donaldson DCI Stock Holding History

Mowery & Schoenfeld 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 		$8.08K Hold
90
– – 0.01% 256
2026
Q1 		$7.64K Hold
90
– – 0.01% 241
2025
Q4 		$7.98K Hold
90
– – 0.01% 274
2025
Q3 		$7.37K Hold
90
– – 0.01% 248
2025
Q2 		$6.24K Hold
90
– – 0.01% 254
2025
Q1 		$6.04K Hold
90
– – 0.01% 307
2024
Q4 		$6.06K Hold
90
– – 0.01% 286
2024
Q3 		$6.63K Buy
+90
New +$6.51K 0.01% 192

Other funds holding DCI

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DCI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Donaldson (DCI) position steady in Q2 2026 at 90 shares worth $8.08K. The position accounts for 0.01% of the portfolio, ranked #256.

Mowery & Schoenfeld Wealth Management first reported a position in DCI in Q3 2024 and has held it in 8 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 90 shares of Donaldson worth $8.08K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Donaldson in Q3 2024 and has held it in 8 quarters since.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.