One Wealth Advisors’s Donaldson DCI Stock Holding History

One Wealth 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 Q2	$540K	Buy	6,017 +1,178	+24%	+$101K	0.06%	175
2026 Q1	$411K	Buy	+4,839	New	+$467K	0.05%	195
2019 Q2	–	Sell	-108	Closed	-$5K	–	202
2019 Q1	$5K	Buy	+108	New	+$5.21K	﹤0.01%	361
2018 Q4	–	Sell	-287	Closed	-$17K	–	195
2018 Q3	$17K	Hold	287	–	–	0.01%	327
2018 Q2	$13K	Hold	287	–	–	0.01%	331
2018 Q1	$13K	Sell	287 -20	-7%	-$958	0.01%	312
2017 Q4	$15K	Buy	+307	New	+$14.6K	0.01%	341

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

One Wealth Advisors's DCI Position: Q2 2026 in Review

One Wealth Advisors increased its Donaldson (DCI) stake by 24% in Q2 2026, buying an estimated $101K and bringing the position to 6,017 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #175.

One Wealth Advisors first reported a position in DCI in Q4 2017 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

One Wealth Advisors held 6,017 shares of Donaldson worth $540K as of Q2 2026.
One Wealth Advisors bought 1,178 Donaldson shares in Q2 2026, an estimated $101K.
Donaldson made up 0.06% of One Wealth Advisors's portfolio in Q2 2026, its #175 holding.
One Wealth Advisors first reported a position in Donaldson in Q4 2017 and has held it in 7 quarters since.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.