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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
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 $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 $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Donaldson (DCI) stake by 62% in Q1 2026, selling an estimated $773 and leaving 5 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

SHP Wealth Management first reported a position in DCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15K in Q4 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • SHP Wealth Management held 5 shares of Donaldson worth $424 as of Q1 2026.
  • SHP Wealth Management sold 8 Donaldson shares in Q1 2026, an estimated $773.
  • Donaldson made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1653 holding.
  • SHP Wealth Management first reported a position in Donaldson in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Donaldson position peaked at $1.15K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.