BGA
DCI icon

Battery Global Advisors’s Donaldson DCI Stock Holding History

Battery Global 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
Q1 		$40.6K Sell
478
-500
-51% -$48.3K 0.02% 87
2025
Q4 		$120K Buy
978
+500
+105% +$43.4K 0.06% 53
2025
Q3 		$39.1K Hold
478
– – 0.02% 86
2025
Q2 		$33.1K Hold
478
– – 0.02% 86
2025
Q1 		$32.1K Hold
478
– – 0.02% 81
2024
Q4 		$32.2K Hold
478
– – 0.02% 81
2024
Q3 		$35.2K Buy
+478
New +$34.6K 0.02% 80

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

Battery Global Advisors's DCI Position: Q1 2026 in Review

Battery Global Advisors reduced its Donaldson (DCI) stake by 51% in Q1 2026, selling an estimated $48.3K and leaving 478 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #87.

Battery Global Advisors first reported a position in DCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $120K in Q4 2025. 607 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Battery Global Advisors held 478 shares of Donaldson worth $40.6K as of Q1 2026.
  • Battery Global Advisors sold 500 Donaldson shares in Q1 2026, an estimated $48.3K.
  • Donaldson made up 0.02% of Battery Global Advisors's portfolio in Q1 2026, its #87 holding.
  • Battery Global Advisors first reported a position in Donaldson in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Donaldson position peaked at $120K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.