Wealthspire Advisors (New York)
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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
Q2 		$617K Sell
6,871
-298
-4% -$25.6K ﹤0.01% 723
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

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s DCI Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Donaldson (DCI) stake by 4.2% in Q2 2026, selling an estimated $25.6K and leaving 6,871 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Wealthspire Advisors (New York) first reported a position in DCI in Q4 2018 and has held it in 16 quarters since. The position peaked at $651K in Q4 2025. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Wealthspire Advisors (New York) held 6,871 shares of Donaldson worth $617K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 298 Donaldson shares in Q2 2026, an estimated $25.6K.
  • Donaldson made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #723 holding.
  • Wealthspire Advisors (New York) first reported a position in Donaldson in Q4 2018 and has held it in 16 quarters since.
  • Wealthspire Advisors (New York)'s Donaldson position peaked at $651K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.