Quaker Wealth Management
DCI icon

Quaker Wealth Management’s Donaldson DCI Stock Holding History

Quaker Wealth Management’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
Q3 		$871 Hold
10
– – ﹤0.01% 602
2026
Q2 		$898 Sell
10
-1
-9% -$86 ﹤0.01% 596
2026
Q1 		$934 Hold
11
– – ﹤0.01% 547
2025
Q4 		$976 Buy
11
+3
+38% +$261 ﹤0.01% 539
2025
Q3 		$655 Hold
8
– – ﹤0.01% 543
2025
Q2 		$555 Buy
+8
New +$538 ﹤0.01% 588

Other funds holding DCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
McDaniel Terry & Co
McDaniel Terry & Co Austin, Texas $1.34B AUM 20.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Quaker Wealth Management's DCI Position: Q3 2026 in Review

Quaker Wealth Management held its Donaldson (DCI) position steady in Q3 2026 at 10 shares worth $871. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Quaker Wealth Management first reported a position in DCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $976 in Q4 2025. 347 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Quaker Wealth Management held 10 shares of Donaldson worth $871 as of Q3 2026.
  • Quaker Wealth Management left its Donaldson share count unchanged in Q3 2026.
  • Donaldson made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #602 holding.
  • Quaker Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Donaldson position peaked at $976 in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.