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True Wealth Design’s Donaldson DCI Stock Holding History

True Wealth Design’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 		$35.4K Buy
394
+67
+20% +$5.76K 0.01% 616
2026
Q1 		$27.8K Hold
327
– – 0.01% 588
2025
Q4 		$29K Buy
327
+2
+0.6% +$174 0.01% 489
2025
Q3 		$26.6K Buy
325
+218
+204% +$16.4K 0.01% 502
2025
Q2 		$7.42K Buy
107
+35
+49% +$2.35K ﹤0.01% 677
2025
Q1 		$4.83K Sell
72
-32
-31% -$2.21K ﹤0.01% 695
2024
Q4 		$7K Buy
+104
New +$7.67K ﹤0.01% 473
2023
Q2 		– Sell
-10
Closed -$654 – 810
2023
Q1 		$654 Buy
+10
New +$628 ﹤0.01% 475

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

True Wealth Design's DCI Position: Q2 2026 in Review

True Wealth Design increased its Donaldson (DCI) stake by 20% in Q2 2026, buying an estimated $5.76K and bringing the position to 394 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #616.

True Wealth Design first reported a position in DCI in Q1 2023 and has held it in 8 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • True Wealth Design held 394 shares of Donaldson worth $35.4K as of Q2 2026.
  • True Wealth Design bought 67 Donaldson shares in Q2 2026, an estimated $5.76K.
  • Donaldson made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #616 holding.
  • True Wealth Design first reported a position in Donaldson in Q1 2023 and has held it in 8 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.