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Advyzon Investment Management’s Donaldson DCI Stock Holding History

Advyzon Investment Management’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 		– Sell
-2,491
Closed -$211K – 769
2026
Q1 		$211K Sell
2,491
-180
-7% -$17.4K 0.02% 644
2025
Q4 		$237K Buy
2,671
+226
+9% +$19.6K 0.03% 510
2025
Q3 		$200K Buy
+2,445
New +$184K 0.03% 463

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Advyzon Investment Management's DCI Position: Q2 2026 in Review

Advyzon Investment Management sold out of Donaldson (DCI) in Q2 2026, closing a stake of 2,491 shares — an estimated $211K sold.

Advyzon Investment Management first reported a position in DCI in Q3 2025 and held it in 3 quarters. The position peaked at $237K in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Advyzon Investment Management reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 2,491 Donaldson shares in Q2 2026, an estimated $211K.
  • Advyzon Investment Management first reported a position in Donaldson in Q3 2025 and held it in 3 quarters.
  • Advyzon Investment Management's Donaldson position peaked at $237K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.