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Basecamp Wealth Advisors’s Donaldson DCI Stock Holding History

Basecamp Wealth Advisors’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 		$15.1K Sell
168
-12
-7% -$1.03K ﹤0.01% 904
2026
Q1 		$15.3K Hold
180
– – ﹤0.01% 904
2025
Q4 		$15.9K Buy
+180
New +$15.6K ﹤0.01% 854

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

Basecamp Wealth Advisors's DCI Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Donaldson (DCI) stake by 6.7% in Q2 2026, selling an estimated $1.03K and leaving 168 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Basecamp Wealth Advisors first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.9K in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Basecamp Wealth Advisors held 168 shares of Donaldson worth $15.1K as of Q2 2026.
  • Basecamp Wealth Advisors sold 12 Donaldson shares in Q2 2026, an estimated $1.03K.
  • Donaldson made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #904 holding.
  • Basecamp Wealth Advisors first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Donaldson position peaked at $15.9K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.