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Advisors Preferred’s Donaldson DCI Stock Holding History

Advisors Preferred’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
2025
Q3 		– Sell
-5,264
Closed -$372K – 249
2025
Q2 		$372K Buy
+5,264
New +$354K 0.06% 133
2024
Q4 		– Sell
-7,676
Closed -$562K – 209
2024
Q3 		$562K Buy
+7,676
New +$555K 0.09% 104
2019
Q1 		– Sell
-2,460
Closed -$107K – 203
2018
Q4 		$107K Buy
+2,460
New +$127K 0.13% 65

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Advisors Preferred's DCI Position: Q3 2025 in Review

Advisors Preferred sold out of Donaldson (DCI) in Q3 2025, closing a stake of 5,264 shares — an estimated $372K sold.

Advisors Preferred first reported a position in DCI in Q4 2018 and held it in 3 quarters. The position peaked at $562K in Q3 2024. 562 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Advisors Preferred reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • Advisors Preferred sold 5,264 Donaldson shares in Q3 2025, an estimated $372K.
  • Advisors Preferred first reported a position in Donaldson in Q4 2018 and held it in 3 quarters.
  • Advisors Preferred's Donaldson position peaked at $562K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Advisors Preferred's 13F filing for Q3 2025, filed 10 Nov 2025.