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Bearing Point Capital’s Donaldson DCI Stock Holding History

Bearing Point Capital’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 		$633K Sell
7,053
-350
-5% -$30.1K 0.09% 138
2026
Q1 		$628K Buy
7,403
+150
+2% +$14.5K 0.1% 120
2025
Q4 		$643K Sell
7,253
-350
-5% -$30.4K 0.1% 125
2025
Q3 		$622K Hold
7,603
– – 0.11% 114
2025
Q2 		$527K Hold
7,603
– – 0.1% 122
2025
Q1 		$510K Sell
7,603
-25
-0.3% -$1.73K 0.11% 125
2024
Q4 		$514K Buy
+7,628
New +$563K 0.11% 119

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

Bearing Point Capital's DCI Position: Q2 2026 in Review

Bearing Point Capital reduced its Donaldson (DCI) stake by 4.7% in Q2 2026, selling an estimated $30.1K and leaving 7,053 shares worth $633K. The position accounts for 0.09% of the portfolio, ranked #138.

Bearing Point Capital first reported a position in DCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $643K in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Bearing Point Capital held 7,053 shares of Donaldson worth $633K as of Q2 2026.
  • Bearing Point Capital sold 350 Donaldson shares in Q2 2026, an estimated $30.1K.
  • Donaldson made up 0.09% of Bearing Point Capital's portfolio in Q2 2026, its #138 holding.
  • Bearing Point Capital first reported a position in Donaldson in Q4 2024 and has held it in 7 quarters since.
  • Bearing Point Capital's Donaldson position peaked at $643K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.