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Nvest Wealth Strategies’s Donaldson DCI Stock Holding History

Nvest Wealth Strategies’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 		$8.98K Hold
100
– – 0.01% 123
2026
Q1 		$8.49K Hold
100
– – 0.01% 127
2025
Q4 		$8.87K Buy
+100
New +$8.69K 0.01% 124

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nvest Wealth Strategies's DCI Position: Q2 2026 in Review

Nvest Wealth Strategies held its Donaldson (DCI) position steady in Q2 2026 at 100 shares worth $8.98K. The position accounts for 0.01% of the portfolio, ranked #123.

Nvest Wealth Strategies first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Nvest Wealth Strategies held 100 shares of Donaldson worth $8.98K as of Q2 2026.
  • Nvest Wealth Strategies left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #123 holding.
  • Nvest Wealth Strategies first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.