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TD Private Client Wealth’s Donaldson DCI Stock Holding History

TD Private Client Wealth’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 		$332K Buy
3,700
+5
+0.1% +$430 0.01% 578
2026
Q1 		$314K Sell
3,695
-51
-1% -$4.92K 0.01% 566
2025
Q4 		$332K Buy
3,746
+832
+29% +$72.3K 0.01% 553
2025
Q3 		$239K Sell
2,914
-18
-0.6% -$1.36K 0.01% 626
2025
Q2 		$203K Sell
2,932
-59
-2% -$3.97K 0.01% 630
2025
Q1 		$201K Buy
2,991
+345
+13% +$23.9K 0.01% 596
2024
Q4 		$178K Buy
2,646
+106
+4% +$7.82K 0.01% 621
2024
Q3 		$187K Buy
2,540
+625
+33% +$45.2K 0.01% 611
2024
Q2 		$137K Sell
1,915
-86
-4% -$6.31K ﹤0.01% 641
2024
Q1 		$149K Buy
2,001
+543
+37% +$36.9K ﹤0.01% 631
2023
Q4 		$95.3K Buy
1,458
+492
+51% +$30K ﹤0.01% 694
2023
Q3 		$57.6K Buy
966
+233
+32% +$14.4K ﹤0.01% 743
2023
Q2 		$45.8K Buy
733
+346
+89% +$21.6K ﹤0.01% 796
2023
Q1 		$25.3K Sell
387
-44
-10% -$2.77K ﹤0.01% 903
2022
Q4 		$25.4K Sell
431
-451
-51% -$25.8K ﹤0.01% 881
2022
Q3 		$43.2K Buy
882
+22
+3% +$1.15K ﹤0.01% 755
2022
Q2 		$41.4K Buy
860
+7
+0.8% +$353 ﹤0.01% 769
2022
Q1 		$44.3K Buy
853
+846
+12,086% +$46K ﹤0.01% 797
2021
Q4 		$415 Hold
7
– – ﹤0.01% 1144
2021
Q3 		$402 Hold
7
– – ﹤0.01% 1187
2021
Q2 		$445 Buy
+7
New +$433 ﹤0.01% 1191

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

TD Private Client Wealth's DCI Position: Q2 2026 in Review

TD Private Client Wealth increased its Donaldson (DCI) stake by 0.14% in Q2 2026, buying an estimated $430 and bringing the position to 3,700 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #578.

TD Private Client Wealth first reported a position in DCI in Q2 2021 and has held it in 21 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • TD Private Client Wealth held 3,700 shares of Donaldson worth $332K as of Q2 2026.
  • TD Private Client Wealth bought 5 Donaldson shares in Q2 2026, an estimated $430.
  • Donaldson made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #578 holding.
  • TD Private Client Wealth first reported a position in Donaldson in Q2 2021 and has held it in 21 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.