Ritholtz Wealth Management
DCI icon

Ritholtz Wealth Management’s Donaldson DCI Stock Holding History

Ritholtz 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 		$864K Sell
9,921
-256
-3% -$23.4K 0.01% 689
2026
Q2 		$914K Buy
10,177
+1,427
+16% +$123K 0.01% 649
2026
Q1 		$743K Buy
8,750
+6,106
+231% +$590K 0.01% 647
2025
Q4 		$234K Buy
+2,644
New +$230K ﹤0.01% 1009
2023
Q2 		– Sell
-4,024
Closed -$263K – 676
2023
Q1 		$263K Buy
+4,024
New +$253K 0.01% 546

Other funds holding DCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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 Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Ritholtz Wealth Management reduced its Donaldson (DCI) stake by 2.5% in Q3 2026, selling an estimated $23.4K and leaving 9,921 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #689.

Ritholtz Wealth Management first reported a position in DCI in Q1 2023 and has held it in 5 quarters since. The position peaked at $914K in Q2 2026. 391 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Ritholtz Wealth Management held 9,921 shares of Donaldson worth $864K as of Q3 2026.
  • Ritholtz Wealth Management sold 256 Donaldson shares in Q3 2026, an estimated $23.4K.
  • Donaldson made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #689 holding.
  • Ritholtz Wealth Management first reported a position in Donaldson in Q1 2023 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Donaldson position peaked at $914K in Q2 2026.
  • 391 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.