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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → DCI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DCI Position History
Donaldson Company, Inc. • Industrials
Quarters held
5
Latest value
$24.7M
Q3 2026
Peak value
$24.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.7M |
| Q4 2025 | $20M |
| Q1 2026 | $15M |
| Q2 2026 | $12.6M |
| Q3 2026 | $24.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.7M | 288.9K | — | — |
| Q2 2026 | $12.6M | 141.6K | — | — |
| Q1 2026 | $15M | 175.7K | — | — |
| Q4 2025 | $20M | 216.6K | — | — |
| Q3 2025 | $17.7M | 214.9K | — | — |
Other funds holding DCI
$969.3M
$916.1M
$851.7M
$831.6M
$471.2M
$451.6M
$451.6M