American Capital Advisory’s Donaldson DCI Stock Holding History

American Capital Advisory’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	$629	Sell	7 -2	-22%	-$172	﹤0.01%	903
2026 Q1	$764	Sell	9 -3	-25%	-$290	﹤0.01%	758
2025 Q4	$1.06K	Buy	12 +4	+50%	+$347	﹤0.01%	581
2025 Q3	$655	Buy	8 +2	+33%	+$151	﹤0.01%	624
2025 Q2	$417	Buy	+6	New	+$404	﹤0.01%	665

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Capital Advisory's DCI Position: Q2 2026 in Review

American Capital Advisory reduced its Donaldson (DCI) stake by 22% in Q2 2026, selling an estimated $172 and leaving 7 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #903.

American Capital Advisory first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06K in Q4 2025. 322 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

American Capital Advisory held 7 shares of Donaldson worth $629 as of Q2 2026.
American Capital Advisory sold 2 Donaldson shares in Q2 2026, an estimated $172.
Donaldson made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #903 holding.
American Capital Advisory first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
American Capital Advisory's Donaldson position peaked at $1.06K in Q4 2025.
322 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.