Arax Advisory Partners’s Donaldson DCI Stock Holding History

Arax Advisory Partners’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	$440K	Buy	4,899 +1,947	+66%	+$167K	﹤0.01%	1715
2026 Q1	$251K	Buy	2,952 +127	+4%	+$12.3K	0.01%	970
2025 Q4	$250K	Sell	2,825 -7,965	-74%	-$692K	0.01%	931
2025 Q3	$883K	Buy	10,790 +10,624	+6,400%	+$801K	0.01%	687
2025 Q2	$11.5K	Sell	166 -155	-48%	-$10.4K	﹤0.01%	1903
2025 Q1	$21.5K	Sell	321 -461	-59%	-$31.9K	﹤0.01%	1277
2024 Q4	$52.7K	Buy	782 +49	+7%	+$3.61K	﹤0.01%	885
2024 Q3	$54K	Buy	733 +130	+22%	+$9.4K	﹤0.01%	692
2024 Q2	$43.2K	Buy	+603	New	+$44.3K	﹤0.01%	716
2018 Q4	$65K	Buy	1,501 +972	+184%	+$50.2K	0.03%	236
2018 Q3	$31K	Buy	+529	New	+$26.6K	0.01%	347

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Arax Advisory Partners's DCI Position: Q2 2026 in Review

Arax Advisory Partners increased its Donaldson (DCI) stake by 66% in Q2 2026, buying an estimated $167K and bringing the position to 4,899 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Arax Advisory Partners first reported a position in DCI in Q3 2018 and has held it in 11 quarters since. The position peaked at $883K in Q3 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Arax Advisory Partners held 4,899 shares of Donaldson worth $440K as of Q2 2026.
Arax Advisory Partners bought 1,947 Donaldson shares in Q2 2026, an estimated $167K.
Donaldson made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1715 holding.
Arax Advisory Partners first reported a position in Donaldson in Q3 2018 and has held it in 11 quarters since.
Arax Advisory Partners's Donaldson position peaked at $883K in Q3 2025.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.