Opal Wealth Advisors’s Donaldson DCI Stock Holding History

Opal 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	–	Sell	-501	Closed	-$42.6K	–	320
2026 Q1	$42.6K	Buy	+501	New	+$48.4K	0.01%	435
2025 Q3	–	Sell	-774	Closed	-$53.7K	–	283
2025 Q2	$53.7K	Sell	774 -314	-29%	-$21.1K	0.01%	367
2025 Q1	$72.9K	Buy	+1,088	New	+$75.3K	0.02%	309
2024 Q3	–	Sell	-189	Closed	-$13.5K	–	425
2024 Q2	$13.5K	Buy	+189	New	+$13.9K	﹤0.01%	598

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

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

Opal Wealth Advisors sold out of Donaldson (DCI) in Q2 2026, closing a stake of 501 shares — an estimated $42.6K sold.

Opal Wealth Advisors first reported a position in DCI in Q2 2024 and held it in 4 quarters. The position peaked at $72.9K in Q1 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Opal Wealth Advisors reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 501 Donaldson shares in Q2 2026, an estimated $42.6K.
Opal Wealth Advisors first reported a position in Donaldson in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Donaldson position peaked at $72.9K in Q1 2025.
631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.