Great Waters Wealth Management

Position in DCI — DONALDSON Co INC

CIK 1964535 SHOREVIEW, MN

Position in DCI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,712,759

+$148,073 QoQ

Shares Held

30,219

0.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#199

of 626 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Great Waters Wealth Management holds $3,026,639 across 2 Specialty Industrial Machinery names. DCI ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DCI	DONALDSON Co INC This page	30,219	$2,712,759
2	ROK	Rockwell Automation, Inc	634	$313,880

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,712,759	30,219	0.0%	Shares	Sole	2026-07-09
2026-03-31	$2,564,686	30,219	-0.7%	Shares	Sole	2026-04-17
2025-12-31	$2,696,948	30,419	-1.3%	Shares	Sole	2026-01-15
2025-09-30	$2,522,535	30,819	-1.6%	Shares	Sole	2025-10-14
2025-06-30	$2,171,972	31,319	0.0%	Shares	Sole	2025-07-11
2025-03-31	$2,100,252	31,319	0.0%	Shares	Sole	2025-04-14
2024-12-31	$2,109,334	31,319	-1.7%	Shares	Sole	2025-01-17
2024-09-30	$2,349,040	31,873	-0.4%	Shares	Sole	2024-10-04
2024-06-30	$2,289,848	31,999	-1.8%	Shares	Sole	2024-07-09
2024-03-31	$2,433,447	32,585	-1.8%	Shares	Sole	2024-04-09
2023-12-31	$2,169,293	33,195	0.0%	Shares	Sole	2024-01-19
2023-09-30	$1,979,749	33,195	-1.6%	Shares	Sole	2023-10-11
2023-06-30	$2,108,712	33,734	-2.9%	Shares	Sole	2023-07-07
2023-03-31	$2,269,454	34,733	+0.0%	Shares	Sole	2023-04-25
2022-12-31	$2,044,672	34,732	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.