Wasatch Advisors’s Donaldson DCI Stock Holding History

Wasatch 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 Q3	$6.77M	Buy	+77,737	New	+$7.09M	0.05%	157

Other funds holding DCI

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wasatch Advisors's DCI Position: Q3 2026 in Review

Wasatch Advisors opened a new position in Donaldson (DCI) in Q3 2026: 77,737 shares worth $6.77M. The stake represents 0.05% of the portfolio and ranks #157 among its holdings.

47 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

Wasatch Advisors held 77,737 shares of Donaldson worth $6.77M as of Q3 2026.
Donaldson was a new Wasatch Advisors position in Q3 2026.
Donaldson made up 0.05% of Wasatch Advisors's portfolio in Q3 2026, its #157 holding.
47 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.