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Sendero Wealth Management’s Donaldson DCI Stock Holding History

Sendero 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 		$843K Buy
9,388
+2
+0% +$172 0.08% 137
2026
Q1 		$797K Sell
9,386
-5,095
-35% -$492K 0.09% 126
2025
Q4 		$1.28M Hold
14,481
– – 0.14% 87
2025
Q3 		$1.19M Hold
14,481
– – 0.14% 86
2025
Q2 		$1M Hold
14,481
– – 0.13% 99
2025
Q1 		$971K Buy
14,481
+3,735
+35% +$258K 0.13% 92
2024
Q4 		$724K Buy
10,746
+1,860
+21% +$137K 0.11% 107
2024
Q3 		$655K Hold
8,886
– – 0.1% 102
2024
Q2 		$636K Hold
8,886
– – 0.11% 107
2024
Q1 		$664K Hold
8,886
– – 0.11% 108
2023
Q4 		$581K Buy
8,886
+725
+9% +$44.2K 0.11% 108
2023
Q3 		$487K Buy
8,161
+1,245
+18% +$77.1K 0.1% 111
2023
Q2 		$432K Buy
6,916
+301
+5% +$18.8K 0.09% 118
2023
Q1 		$432K Buy
6,615
+1,125
+20% +$70.7K 0.13% 73
2022
Q4 		$323K Buy
+5,490
New +$314K 0.11% 83

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

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

Sendero Wealth Management increased its Donaldson (DCI) stake by 0.02% in Q2 2026, buying an estimated $172 and bringing the position to 9,388 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #137.

Sendero Wealth Management first reported a position in DCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Sendero Wealth Management held 9,388 shares of Donaldson worth $843K as of Q2 2026.
  • Sendero Wealth Management bought 2 Donaldson shares in Q2 2026, an estimated $172.
  • Donaldson made up 0.08% of Sendero Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Sendero Wealth Management first reported a position in Donaldson in Q4 2022 and has held it in 15 quarters since.
  • Sendero Wealth Management's Donaldson position peaked at $1.28M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.