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
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

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

Quaker Wealth Management's DCI Position: Q2 2026 in Review

Quaker Wealth Management reduced its Donaldson (DCI) stake by 9.1% in Q2 2026, selling an estimated $86 and leaving 10 shares worth $898. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Quaker Wealth Management first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $976 in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Quaker Wealth Management held 10 shares of Donaldson worth $898 as of Q2 2026.
  • Quaker Wealth Management sold 1 Donaldson share in Q2 2026, an estimated $86.
  • Donaldson made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Quaker Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Donaldson position peaked at $976 in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.