Spire Wealth Management
DCI icon

Spire Wealth Management’s Donaldson DCI Stock Holding History

Spire 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
2025
Q1 		– Sell
-32
Closed -$2.15K – 2493
2024
Q4 		$2.15K Buy
+32
New +$2.36K ﹤0.01% 2239
2024
Q2 		– Sell
-12
Closed -$930 – 2243
2024
Q1 		$930 Buy
+12
New +$816 ﹤0.01% 2214
2023
Q4 		– Sell
-24
Closed -$1.43K – 2387
2023
Q3 		$1.43K Buy
+24
New +$1.49K ﹤0.01% 2195
2022
Q3 		– Sell
-32
Closed -$2K – 2259
2022
Q2 		$2K Buy
+32
New +$1.61K ﹤0.01% 2343
2022
Q1 		– Sell
-155
Closed -$9K – 2600
2021
Q4 		$9K Buy
+155
New +$9.18K ﹤0.01% 2411

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's DCI Position: Q1 2025 in Review

Spire Wealth Management sold out of Donaldson (DCI) in Q1 2025, closing a stake of 32 shares — an estimated $2.15K sold.

Spire Wealth Management first reported a position in DCI in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 521 funds tracked by Wall St. Rank hold DCI as of Q1 2025.

  • Spire Wealth Management reported no remaining Donaldson position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 32 Donaldson shares in Q1 2025, an estimated $2.15K.
  • Spire Wealth Management first reported a position in Donaldson in Q4 2021 and held it in 5 quarters.
  • Spire Wealth Management's Donaldson position peaked at $9K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held Donaldson as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.