PWA
DCI icon

Principia Wealth Advisory’s Donaldson DCI Stock Holding History

Principia Wealth Advisory’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 		$1.44K Sell
16
-1
-6% -$86 ﹤0.01% 681
2026
Q1 		$1.44K Buy
17
+2
+13% +$193 ﹤0.01% 605
2025
Q4 		$1.33K Buy
15
+1
+7% +$87 ﹤0.01% 588
2025
Q3 		$1.15K Buy
14
+2
+17% +$151 ﹤0.01% 599
2025
Q2 		$832 Buy
12
+8
+200% +$538 ﹤0.01% 621
2025
Q1 		$256 Buy
+4
New +$277 ﹤0.01% 735

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

Principia Wealth Advisory's DCI Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Donaldson (DCI) stake by 5.9% in Q2 2026, selling an estimated $86 and leaving 16 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Principia Wealth Advisory first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.44K in Q1 2026. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Principia Wealth Advisory held 16 shares of Donaldson worth $1.44K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Donaldson share in Q2 2026, an estimated $86.
  • Donaldson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #681 holding.
  • Principia Wealth Advisory first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Donaldson position peaked at $1.44K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.