Azimuth Capital Investment Management’s Donaldson DCI Stock Holding History

Azimuth Capital Investment Management’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	$454K	Sell	5,350 -50	-0.9%	-$4.83K	0.02%	247
2025 Q4	$479K	Sell	5,400 -400	-7%	-$34.7K	0.02%	247
2025 Q3	$475K	Hold	5,800	–	–	0.02%	245
2025 Q2	$402K	Hold	5,800	–	–	0.02%	258
2025 Q1	$389K	Hold	5,800	–	–	0.02%	258
2024 Q4	$391K	Hold	5,800	–	–	0.02%	255
2024 Q3	$427K	Hold	5,800	–	–	0.02%	254
2024 Q2	$415K	Hold	5,800	–	–	0.02%	255
2024 Q1	$433K	Sell	5,800 -250	-4%	-$17K	0.02%	247
2023 Q4	$395K	Sell	6,050 -50	-0.8%	-$3.05K	0.02%	252
2023 Q3	$364K	Hold	6,100	–	–	0.02%	252
2023 Q2	$381K	Hold	6,100	–	–	0.02%	255
2023 Q1	$399K	Hold	6,100	–	–	0.02%	258
2022 Q4	$359K	Buy	6,100 +1,800	+42%	+$103K	0.02%	266
2022 Q3	$211K	Hold	4,300	–	–	0.01%	293
2022 Q2	$207K	Buy	+4,300	New	+$217K	0.01%	300

Other funds holding DCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Azimuth Capital Investment Management's DCI Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Donaldson (DCI) stake by 0.93% in Q1 2026, selling an estimated $4.83K and leaving 5,350 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #247.

Azimuth Capital Investment Management first reported a position in DCI in Q2 2022 and has held it in 16 quarters since. The position peaked at $479K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

Azimuth Capital Investment Management held 5,350 shares of Donaldson worth $454K as of Q1 2026.
Azimuth Capital Investment Management sold 50 Donaldson shares in Q1 2026, an estimated $4.83K.
Donaldson made up 0.02% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #247 holding.
Azimuth Capital Investment Management first reported a position in Donaldson in Q2 2022 and has held it in 16 quarters since.
Azimuth Capital Investment Management's Donaldson position peaked at $479K in Q4 2025.
606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.