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Owl Creek Wealth Partners’s Donaldson DCI Stock Holding History

Owl Creek Wealth Partners’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 		$12.1K Hold
135
– – ﹤0.01% 785
2026
Q1 		$11.5K Buy
+135
New +$13K ﹤0.01% 744

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Owl Creek Wealth Partners's DCI Position: Q2 2026 in Review

Owl Creek Wealth Partners held its Donaldson (DCI) position steady in Q2 2026 at 135 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Owl Creek Wealth Partners first reported a position in DCI in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Owl Creek Wealth Partners held 135 shares of Donaldson worth $12.1K as of Q2 2026.
  • Owl Creek Wealth Partners left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #785 holding.
  • Owl Creek Wealth Partners first reported a position in Donaldson in Q1 2026 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.