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Rialto Wealth Management’s Donaldson DCI Stock Holding History

Rialto 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 		$1.87K Buy
22
+4
+22% +$386 ﹤0.01% 887
2025
Q4 		$1.6K Buy
18
+2
+13% +$174 ﹤0.01% 830
2025
Q3 		$1.31K Buy
16
+4
+33% +$302 ﹤0.01% 825
2025
Q2 		$833 Buy
+12
New +$807 ﹤0.01% 926

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

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

Rialto Wealth Management increased its Donaldson (DCI) stake by 22% in Q1 2026, buying an estimated $386 and bringing the position to 22 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Rialto Wealth Management first reported a position in DCI in Q2 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Rialto Wealth Management held 22 shares of Donaldson worth $1.87K as of Q1 2026.
  • Rialto Wealth Management bought 4 Donaldson shares in Q1 2026, an estimated $386.
  • Donaldson made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #887 holding.
  • Rialto Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.