QWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Quaker Wealth Management's DCI Position: Q1 2026 in Review

Quaker Wealth Management held its Donaldson (DCI) position steady in Q1 2026 at 11 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Quaker Wealth Management first reported a position in DCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $976 in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Quaker Wealth Management held 11 shares of Donaldson worth $934 as of Q1 2026.
  • Quaker Wealth Management left its Donaldson share count unchanged in Q1 2026.
  • Donaldson made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #547 holding.
  • Quaker Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Donaldson position peaked at $976 in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.