Back to DCI
JGP Wealth Management, LLC → DCI
JGP Wealth Management, LLC DCI Position History
Donaldson Company, Inc. • Industrials
Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 18.6K | — | — |
| Q2 2026 | $1.7M | 18.6K | — | — |
| Q1 2026 | $1.6M | 18.6K | — | — |
| Q4 2025 | $1.6M | 18.6K | — | — |
Other funds holding DCI
$969.3M
$916.1M
$851.7M
$831.6M
$471.2M
$451.6M
$451.6M