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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 $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return