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Pinnacle Wealth Planning Services’s Donaldson DCI Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.83K Buy
65
+7
+12% +$602 ﹤0.01% 2256
2026
Q1 		$4.92K Buy
58
+7
+14% +$676 ﹤0.01% 2266
2025
Q4 		$4.52K Buy
+51
New +$4.43K ﹤0.01% 2309
2021
Q1 		– Sell
-6
Closed – – 755
2020
Q4 		$0 Buy
+6
New +$317 ﹤0.01% 2264

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

Pinnacle Wealth Planning Services's DCI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Donaldson (DCI) stake by 12% in Q2 2026, buying an estimated $602 and bringing the position to 65 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Pinnacle Wealth Planning Services first reported a position in DCI in Q4 2020 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 65 shares of Donaldson worth $5.83K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7 Donaldson shares in Q2 2026, an estimated $602.
  • Donaldson made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2256 holding.
  • Pinnacle Wealth Planning Services first reported a position in Donaldson in Q4 2020 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.