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Advisory Advocates’s Donaldson DCI Stock Holding History

Advisory Advocates’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 		$325K Buy
3,620
+132
+4% +$11.4K 0.28% 129
2026
Q1 		$296K Sell
3,488
-598
-15% -$57.8K 0.3% 117
2025
Q4 		$362K Buy
+4,086
New +$355K 0.36% 99

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Advisory Advocates's DCI Position: Q2 2026 in Review

Advisory Advocates increased its Donaldson (DCI) stake by 3.8% in Q2 2026, buying an estimated $11.4K and bringing the position to 3,620 shares worth $325K. The position accounts for 0.28% of the portfolio, ranked #129.

Advisory Advocates first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $362K in Q4 2025. 600 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Advisory Advocates held 3,620 shares of Donaldson worth $325K as of Q2 2026.
  • Advisory Advocates bought 132 Donaldson shares in Q2 2026, an estimated $11.4K.
  • Donaldson made up 0.28% of Advisory Advocates's portfolio in Q2 2026, its #129 holding.
  • Advisory Advocates first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Donaldson position peaked at $362K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.