Vericrest Private Wealth’s Donaldson DCI Stock Holding History

Vericrest Private 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 Q1	–	Sell	-2,666	Closed	-$236K	–	41
2025 Q4	$236K	Buy	+2,666	New	+$232K	0.21%	39

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vericrest Private Wealth's DCI Position: Q1 2026 in Review

Vericrest Private Wealth sold out of Donaldson (DCI) in Q1 2026, closing a stake of 2,666 shares — an estimated $236K sold.

Vericrest Private Wealth first reported a position in DCI in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 611 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

Vericrest Private Wealth reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
Vericrest Private Wealth sold 2,666 Donaldson shares in Q1 2026, an estimated $236K.
Vericrest Private Wealth first reported a position in Donaldson in Q4 2025 and held it in 1 quarter.
Vericrest Private Wealth's Donaldson position peaked at $236K in Q4 2025.
611 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.