DCI — DONALDSON INC

Ownership history in Quantum Private Wealth, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Quantum Private Wealth, LLC reported a position in DONALDSON INC (DCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2022 Q4)
Avg. % of fund
0.1%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,821 +1,000 +26.2% 0.12% $395K $81.37
2025 Q2 UNCHANGED 3,821 — 0% 0.09% $265K $68.66
2025 Q1 ADDED 3,821 +427 +12.6% 0.10% $256K $66.10
2024 Q4 REDUCED 3,394 -117 -3.3% 0.07% $229K $66.13
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DCI price (monthly, adj. close)

Other funds also holding DCI

As of 2025 Q4 — sorted by position size

MCDANIEL TERRY & CO 3Y 7Y 3.88% DUDLEY & SHANLEY, INC. 3Y 7Y 3.85% CAPITAL COUNSEL LLC/NY 3Y 7Y 3.25% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.65% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 2.26% Ballast Asset Management, LP 1.43% Aurora Investment Counsel 3Y 7Y 1.42% TrinityBridge Ltd 3Y 7Y 1.37% Values First Advisors, Inc. 3Y 1.16% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 1.09%
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