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TIAA Wealth Investment Management’s Donaldson DCI Stock Holding History

TIAA Wealth Investment 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 		$32.2K Hold
359
– – ﹤0.01% 490
2026
Q1 		$30.5K Buy
+359
New +$34.7K ﹤0.01% 444

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

TIAA Wealth Investment Management's DCI Position: Q2 2026 in Review

TIAA Wealth Investment Management held its Donaldson (DCI) position steady in Q2 2026 at 359 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

TIAA Wealth Investment Management first reported a position in DCI in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • TIAA Wealth Investment Management held 359 shares of Donaldson worth $32.2K as of Q2 2026.
  • TIAA Wealth Investment Management left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #490 holding.
  • TIAA Wealth Investment Management first reported a position in Donaldson in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.