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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
Q2 		$298K Sell
3,319
-1,053
-24% -$90.6K 0.01% 833
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 $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 $3.38T AUM 44.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ausdal Financial Partners's DCI Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Donaldson (DCI) stake by 24% in Q2 2026, selling an estimated $90.6K and leaving 3,319 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #833.

Ausdal Financial Partners first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $371K in Q1 2026. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Ausdal Financial Partners held 3,319 shares of Donaldson worth $298K as of Q2 2026.
  • Ausdal Financial Partners sold 1,053 Donaldson shares in Q2 2026, an estimated $90.6K.
  • Donaldson made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #833 holding.
  • Ausdal Financial Partners first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Ausdal Financial Partners's Donaldson position peaked at $371K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.