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Wood Tarver Financial Group’s Donaldson DCI Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-140
Closed -$9K – 267
2025
Q2 		$9K Hold
140
– – ﹤0.01% 425
2025
Q1 		$9.39K Sell
140
-487
-78% -$33.7K ﹤0.01% 421
2024
Q4 		$42K Buy
+627
New +$46.2K 0.01% 279

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wood Tarver Financial Group's DCI Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Donaldson (DCI) in Q3 2025, closing a stake of 140 shares — an estimated $9K sold.

Wood Tarver Financial Group first reported a position in DCI in Q4 2024 and held it in 3 quarters. The position peaked at $42K in Q4 2024. 562 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 140 Donaldson shares in Q3 2025, an estimated $9K.
  • Wood Tarver Financial Group first reported a position in Donaldson in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Donaldson position peaked at $42K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.