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AlphaCore Capital’s Donaldson DCI Stock Holding History

AlphaCore Capital’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 		$470K Buy
+5,239
New +$451K 0.01% 714

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

AlphaCore Capital's DCI Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Donaldson (DCI) in Q2 2026: 5,239 shares worth $470K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings.

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

  • AlphaCore Capital held 5,239 shares of Donaldson worth $470K as of Q2 2026.
  • Donaldson was a new AlphaCore Capital position in Q2 2026.
  • Donaldson made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #714 holding.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.