Bell Investment Advisors’s Donaldson DCI Stock Holding History

Bell Investment 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	$1.89K	Hold	21	–	–	﹤0.01%	1354
2026 Q1	$1.78K	Hold	21	–	–	﹤0.01%	1368
2025 Q4	$1.86K	Hold	21	–	–	﹤0.01%	1374
2025 Q3	$1.72K	Hold	21	–	–	﹤0.01%	1384
2025 Q2	$1.46K	Hold	21	–	–	﹤0.01%	1463
2025 Q1	$1.41K	Hold	21	–	–	﹤0.01%	1439
2024 Q4	$1.42K	Hold	21	–	–	﹤0.01%	1465
2024 Q3	$1.55K	Hold	21	–	–	﹤0.01%	1448
2024 Q2	$1.5K	Hold	21	–	–	﹤0.01%	1471
2024 Q1	$1.57K	Hold	21	–	–	﹤0.01%	1446
2023 Q4	$1.37K	Hold	21	–	–	﹤0.01%	1476
2023 Q3	$1.25K	Sell	21 -10	-32%	-$619	﹤0.01%	1481
2023 Q2	$1.94K	Sell	31 -8	-21%	-$500	﹤0.01%	1314
2023 Q1	$2.55K	Buy	39 +8	+26%	+$503	﹤0.01%	1125
2022 Q4	$1.82K	Hold	31	–	–	﹤0.01%	1339
2022 Q3	$2K	Buy	31 +10	+48%	+$522	﹤0.01%	1079
2022 Q2	$1K	Buy	+21	New	+$1.06K	﹤0.01%	1399
2021 Q4	–	Sell	-8	Closed	–	–	1808
2021 Q3	$0	Buy	+8	New	+$516	﹤0.01%	1738

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bell Investment Advisors's DCI Position: Q2 2026 in Review

Bell Investment Advisors held its Donaldson (DCI) position steady in Q2 2026 at 21 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Bell Investment Advisors first reported a position in DCI in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.55K in Q1 2023. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Bell Investment Advisors held 21 shares of Donaldson worth $1.89K as of Q2 2026.
Bell Investment Advisors left its Donaldson share count unchanged in Q2 2026.
Donaldson made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1354 holding.
Bell Investment Advisors first reported a position in Donaldson in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Donaldson position peaked at $2.55K in Q1 2023.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.