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Parr McKnight Wealth Management Group’s Donaldson DCI Stock Holding History

Parr McKnight Wealth Management Group’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 		$330K Hold
3,671
– – 0.04% 189
2026
Q1 		$312K Hold
3,671
– – 0.04% 191
2025
Q4 		$325K Hold
3,671
– – 0.04% 205
2025
Q3 		$300K Hold
3,671
– – 0.04% 207
2025
Q2 		$255K Hold
3,671
– – 0.03% 213
2025
Q1 		$246K Hold
3,671
– – 0.04% 213
2024
Q4 		$247K Buy
+3,671
New +$271K 0.04% 215

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

Parr McKnight Wealth Management Group's DCI Position: Q2 2026 in Review

Parr McKnight Wealth Management Group held its Donaldson (DCI) position steady in Q2 2026 at 3,671 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #189.

Parr McKnight Wealth Management Group first reported a position in DCI in Q4 2024 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Parr McKnight Wealth Management Group held 3,671 shares of Donaldson worth $330K as of Q2 2026.
  • Parr McKnight Wealth Management Group left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.04% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #189 holding.
  • Parr McKnight Wealth Management Group first reported a position in Donaldson in Q4 2024 and has held it in 7 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.