RWM
DCI icon

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
Q2 		$2.78K Buy
31
+9
+41% +$774 ﹤0.01% 990
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 $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

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

Rialto Wealth Management increased its Donaldson (DCI) stake by 41% in Q2 2026, buying an estimated $774 and bringing the position to 31 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Rialto Wealth Management first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Rialto Wealth Management held 31 shares of Donaldson worth $2.78K as of Q2 2026.
  • Rialto Wealth Management bought 9 Donaldson shares in Q2 2026, an estimated $774.
  • Donaldson made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #990 holding.
  • Rialto Wealth Management first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.