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Private Wealth Management Group’s Donaldson DCI Stock Holding History

Private 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 		$16.1K Hold
179
– – ﹤0.01% 443
2026
Q1 		$15.2K Hold
179
– – ﹤0.01% 398
2025
Q4 		$15.9K Hold
179
– – ﹤0.01% 379
2025
Q3 		$14.7K Hold
179
– – ﹤0.01% 411
2025
Q2 		$12.4K Buy
179
+89
+99% +$5.99K ﹤0.01% 427
2025
Q1 		$6.04K Sell
90
-27
-23% -$1.87K ﹤0.01% 648
2024
Q4 		$7.88K Buy
117
+27
+30% +$1.99K ﹤0.01% 564
2024
Q3 		$6.63K Hold
90
– – ﹤0.01% 614
2024
Q2 		$6.44K Hold
90
– – ﹤0.01% 607
2024
Q1 		$6.72K Hold
90
– – ﹤0.01% 534
2023
Q4 		$5.88K Buy
+90
New +$5.48K ﹤0.01% 571

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

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

Private Wealth Management Group held its Donaldson (DCI) position steady in Q2 2026 at 179 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Private Wealth Management Group first reported a position in DCI in Q4 2023 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Private Wealth Management Group held 179 shares of Donaldson worth $16.1K as of Q2 2026.
  • Private Wealth Management Group left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #443 holding.
  • Private Wealth Management Group first reported a position in Donaldson in Q4 2023 and has held it in 11 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.