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SHP Wealth Management’s Donaldson DCI Stock Holding History

SHP 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 		$499 Buy
6
+1
+20% +$86 ﹤0.01% 1743
2026
Q1 		$424 Sell
5
-8
-62% -$773 ﹤0.01% 1653
2025
Q4 		$1.15K Buy
+13
New +$1.13K ﹤0.01% 1231

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Donaldson (DCI) stake by 20% in Q2 2026, buying an estimated $86 and bringing the position to 6 shares worth $499. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

SHP Wealth Management first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15K in Q4 2025. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • SHP Wealth Management held 6 shares of Donaldson worth $499 as of Q2 2026.
  • SHP Wealth Management bought 1 Donaldson share in Q2 2026, an estimated $86.
  • Donaldson made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1743 holding.
  • SHP Wealth Management first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Donaldson position peaked at $1.15K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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