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MPWM Advisory Solutions’s Donaldson DCI Stock Holding History

MPWM Advisory Solutions’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
2025
Q2 		– Sell
-8
Closed -$536 – 589
2025
Q1 		$536 Hold
8
– – ﹤0.01% 635
2024
Q4 		$539 Buy
+8
New +$590 ﹤0.01% 653

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BC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

MPWM Advisory Solutions's DCI Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Donaldson (DCI) in Q2 2025, closing a stake of 8 shares — an estimated $536 sold.

MPWM Advisory Solutions first reported a position in DCI in Q4 2024 and held it in 2 quarters. The position peaked at $539 in Q4 2024. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 8 Donaldson shares in Q2 2025, an estimated $536.
  • MPWM Advisory Solutions first reported a position in Donaldson in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Donaldson position peaked at $539 in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.