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Twin Peaks Wealth Advisors’s Donaldson DCI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-283
Closed -$24K – 715
2026
Q1 		$24K Buy
+283
New +$27.3K 0.01% 649
2025
Q3 		– Sell
-112
Closed -$8.26K – 638
2025
Q2 		$8.26K Buy
+112
New +$7.53K ﹤0.01% 1040

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

Twin Peaks Wealth Advisors's DCI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Donaldson (DCI) in Q2 2026, closing a stake of 283 shares — an estimated $24K sold.

Twin Peaks Wealth Advisors first reported a position in DCI in Q2 2025 and held it in 2 quarters. The position peaked at $24K in Q1 2026. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 283 Donaldson shares in Q2 2026, an estimated $24K.
  • Twin Peaks Wealth Advisors first reported a position in Donaldson in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Donaldson position peaked at $24K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.