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Ausdal Financial Partners’s Donaldson DCI Stock Holding History

Ausdal Financial 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
Q1 		$371K Buy
4,372
+1,079
+33% +$104K 0.02% 692
2025
Q4 		$292K Sell
3,293
-15
-0.5% -$1.3K 0.01% 741
2025
Q3 		$271K Buy
3,308
+218
+7% +$16.4K 0.01% 772
2025
Q2 		$214K Buy
+3,090
New +$208K 0.01% 641

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

Ausdal Financial Partners's DCI Position: Q1 2026 in Review

Ausdal Financial Partners increased its Donaldson (DCI) stake by 33% in Q1 2026, buying an estimated $104K and bringing the position to 4,372 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #692.

Ausdal Financial Partners first reported a position in DCI in Q2 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Ausdal Financial Partners held 4,372 shares of Donaldson worth $371K as of Q1 2026.
  • Ausdal Financial Partners bought 1,079 Donaldson shares in Q1 2026, an estimated $104K.
  • Donaldson made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #692 holding.
  • Ausdal Financial Partners first reported a position in Donaldson in Q2 2025 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.