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Ancora Advisors’s Donaldson DCI Stock Holding History

Ancora Advisors’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
Q1 		$75.5K Hold
890
– – ﹤0.01% 995
2025
Q4 		$78.9K Buy
890
+818
+1,136% +$71K ﹤0.01% 999
2025
Q3 		$5.89K Hold
72
– – ﹤0.01% 1480
2025
Q2 		$4.99K Buy
+72
New +$4.84K ﹤0.01% 1490
2023
Q1 		– Sell
-5
Closed – – 1976
2022
Q4 		$0 Buy
+5
New +$286 ﹤0.01% 1834

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ancora Advisors's DCI Position: Q1 2026 in Review

Ancora Advisors held its Donaldson (DCI) position steady in Q1 2026 at 890 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Ancora Advisors first reported a position in DCI in Q4 2022 and has held it in 5 quarters since. The position peaked at $78.9K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Ancora Advisors held 890 shares of Donaldson worth $75.5K as of Q1 2026.
  • Ancora Advisors left its Donaldson share count unchanged in Q1 2026.
  • Donaldson made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #995 holding.
  • Ancora Advisors first reported a position in Donaldson in Q4 2022 and has held it in 5 quarters since.
  • Ancora Advisors's Donaldson position peaked at $78.9K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.