Wealthspire Advisors (New York)’s Donaldson DCI Stock Holding History

Wealthspire Advisors (New York)’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	$608K	Sell	7,169 -169	-2%	-$16.3K	﹤0.01%	522
2025 Q4	$651K	Buy	7,338 +1,042	+17%	+$90.5K	0.01%	536
2025 Q3	$515K	Sell	6,296 -767	-11%	-$57.8K	﹤0.01%	528
2025 Q2	$490K	Buy	7,063 +67	+1%	+$4.51K	﹤0.01%	543
2025 Q1	$469K	Sell	6,996 -9	-0.1%	-$623	﹤0.01%	527
2024 Q4	$472K	Buy	7,005 +1,703	+32%	+$126K	﹤0.01%	528
2024 Q3	$391K	Buy	5,302 +90	+2%	+$6.51K	﹤0.01%	555
2024 Q2	$373K	Buy	5,212 +106	+2%	+$7.78K	﹤0.01%	488
2024 Q1	$381K	Buy	5,106 +140	+3%	+$9.52K	0.01%	476
2023 Q4	$325K	Hold	4,966	–	–	﹤0.01%	507
2023 Q3	$296K	Buy	4,966 +1,325	+36%	+$82K	﹤0.01%	487
2023 Q2	$228K	Sell	3,641 -109	-3%	-$6.82K	﹤0.01%	504
2023 Q1	$245K	Sell	3,750 -612	-14%	-$38.5K	﹤0.01%	474
2022 Q4	$257K	Buy	+4,362	New	+$250K	﹤0.01%	487
2019 Q1	–	Sell	-441	Closed	-$19K	–	226
2018 Q4	$19K	Buy	+441	New	+$22.8K	﹤0.01%	349

Other funds holding DCI

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State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return