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Parkworth Wealth Management’s Donaldson DCI Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$555 Buy
8
+4
+100% +$269 ﹤0.01% 612
2025
Q1 		$268 Hold
4
– – ﹤0.01% 630
2024
Q4 		$269 Buy
+4
New +$295 ﹤0.01% 651

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Parkworth Wealth Management's DCI Position: Q2 2025 in Review

Parkworth Wealth Management increased its Donaldson (DCI) stake by 100% in Q2 2025, buying an estimated $269 and bringing the position to 8 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Parkworth Wealth Management first reported a position in DCI in Q4 2024 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • Parkworth Wealth Management held 8 shares of Donaldson worth $555 as of Q2 2025.
  • Parkworth Wealth Management bought 4 Donaldson shares in Q2 2025, an estimated $269.
  • Donaldson made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #612 holding.
  • Parkworth Wealth Management first reported a position in Donaldson in Q4 2024 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.