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Planning Strategies Inc.’s Donaldson DCI Stock Holding History

Planning Strategies Inc.’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 		$628 Buy
+7
New +$602 ﹤0.01% 818

Other funds holding DCI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Planning Strategies Inc.'s DCI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Donaldson (DCI) in Q2 2026: 7 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings.

187 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Planning Strategies Inc. held 7 shares of Donaldson worth $628 as of Q2 2026.
  • Donaldson was a new Planning Strategies Inc. position in Q2 2026.
  • Donaldson made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #818 holding.
  • 187 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.