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Altshuler Shaham’s Donaldson DCI Stock Holding History

Altshuler Shaham’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 		$4.58K Buy
51
+5
+11% +$430 ﹤0.01% 387
2026
Q1 		$3.9K Sell
46
-1
-2% -$97 ﹤0.01% 344
2025
Q4 		$4.17K Buy
+47
New +$4.08K ﹤0.01% 302
2025
Q3 		– Sell
-59
Closed -$4.09K – 373
2025
Q2 		$4.09K Buy
59
+3
+5% +$202 ﹤0.01% 275
2025
Q1 		$3.75K Sell
56
-1
-2% -$69 ﹤0.01% 262
2024
Q4 		$3.84K Buy
57
+4
+8% +$295 ﹤0.01% 306
2024
Q3 		$3.91K Buy
53
+4
+8% +$289 ﹤0.01% 255
2024
Q2 		$3.51K Sell
49
-2
-4% -$147 ﹤0.01% 264
2024
Q1 		$3.81K Buy
+51
New +$3.47K ﹤0.01% 250

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

Altshuler Shaham's DCI Position: Q2 2026 in Review

Altshuler Shaham increased its Donaldson (DCI) stake by 11% in Q2 2026, buying an estimated $430 and bringing the position to 51 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Altshuler Shaham first reported a position in DCI in Q1 2024 and has held it in 9 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Altshuler Shaham held 51 shares of Donaldson worth $4.58K as of Q2 2026.
  • Altshuler Shaham bought 5 Donaldson shares in Q2 2026, an estimated $430.
  • Donaldson made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #387 holding.
  • Altshuler Shaham first reported a position in Donaldson in Q1 2024 and has held it in 9 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.