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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opal Wealth Advisors's DCI Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Donaldson (DCI) in Q1 2026: 501 shares worth $42.6K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in DCI as recently as Q2 2025.

Opal Wealth Advisors first reported a position in DCI in Q2 2024 and has held it in 4 quarters since. The position peaked at $72.9K in Q1 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Opal Wealth Advisors held 501 shares of Donaldson worth $42.6K as of Q1 2026.
  • Donaldson was a new Opal Wealth Advisors position in Q1 2026.
  • Donaldson made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #435 holding.
  • Opal Wealth Advisors first reported a position in Donaldson in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Donaldson position peaked at $72.9K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.