Action Point Financial Planning’s Donaldson DCI Stock Holding History

Action Point Financial Planning’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.91K	Buy	+79	New	+$6.79K	﹤0.01%	1646

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Action Point Financial Planning's DCI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Donaldson (DCI) in Q2 2026: 79 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings.

626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Action Point Financial Planning held 79 shares of Donaldson worth $6.91K as of Q2 2026.
Donaldson was a new Action Point Financial Planning position in Q2 2026.
Donaldson made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1646 holding.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.