AC
DCI icon

Aristides Capital’s Donaldson DCI Stock Holding History

Aristides 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
Q1 		– Sell
-3,295
Closed -$292K – 201
2025
Q4 		$292K Sell
3,295
-398
-11% -$34.6K 0.05% 124
2025
Q3 		$302K Buy
+3,693
New +$278K 0.04% 157
2025
Q2 		– Sell
-4,069
Closed -$273K – 242
2025
Q1 		$273K Sell
4,069
-229
-5% -$15.8K 0.08% 147
2024
Q4 		$289K Buy
4,298
+1,294
+43% +$95.4K 0.06% 182
2024
Q3 		$221K Buy
+3,004
New +$217K 0.07% 184
2024
Q2 		– Sell
-3,729
Closed -$278K – 287
2024
Q1 		$278K Buy
+3,729
New +$254K 0.1% 155
2020
Q2 		– Sell
-5,443
Closed -$210K – 115
2020
Q1 		$210K Sell
5,443
-5,531
-50% -$271K 0.15% 119
2019
Q4 		$632K Buy
+10,974
New +$597K 0.49% 75

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aristides Capital's DCI Position: Q1 2026 in Review

Aristides Capital sold out of Donaldson (DCI) in Q1 2026, closing a stake of 3,295 shares — an estimated $292K sold.

Aristides Capital first reported a position in DCI in Q4 2019 and held it in 8 quarters. The position peaked at $632K in Q4 2019. 613 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Aristides Capital reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Aristides Capital sold 3,295 Donaldson shares in Q1 2026, an estimated $292K.
  • Aristides Capital first reported a position in Donaldson in Q4 2019 and held it in 8 quarters.
  • Aristides Capital's Donaldson position peaked at $632K in Q4 2019.
  • 613 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Aristides Capital's 13F filing for Q1 2026, filed 14 May 2026.