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Donaldson Company shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Donaldson Company (DCI) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Donaldson Company

Tip: Access up to 7 years of quarterly data

All positions including Donaldson Company held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Donaldson Company by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 2.9k 81.85
2025-06-30 $200k 2.9k 69.35

More positions owned by Monticello Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Monticello Wealth Management

Top funds holding Donaldson Company

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
State Street Corporation
FMR
Kayne Anderson Rudnick Investment Management
Geode Capital Management
Btim
Fiduciary Management
Morgan Stanley
Dimensional Fund Advisors
Hanna Zanoni
American Century Companies
First Trust Advisors
Invesco

View all funds holding Donaldson Company