Physician Wealth Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
Other funds holding DCI
Physician Wealth Advisors's DCI Position: Q2 2026 in Review
Physician Wealth Advisors increased its Donaldson (DCI) stake by 41% in Q2 2026, buying an estimated $2.32K and bringing the position to 93 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #918.
Physician Wealth Advisors first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- Physician Wealth Advisors held 93 shares of Donaldson worth $8.35K as of Q2 2026.
- Physician Wealth Advisors bought 27 Donaldson shares in Q2 2026, an estimated $2.32K.
- Donaldson made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #918 holding.
- Physician Wealth Advisors first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
- 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.