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Birchwood Financial Partners’s Donaldson DCI Stock Holding History

Birchwood Financial Partners’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 		$3.54M Sell
39,469
-216
-0.5% -$18.6K 2.9% 8
2026
Q1 		$3.37M Buy
39,685
+1
+0% +$97 3.25% 7
2025
Q4 		$3.52M Buy
+39,684
New +$3.45M 3.49% 8

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

Birchwood Financial Partners's DCI Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Donaldson (DCI) stake by 0.54% in Q2 2026, selling an estimated $18.6K and leaving 39,469 shares worth $3.54M. The position accounts for 2.9% of the portfolio, ranked #8.

Birchwood Financial Partners first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Birchwood Financial Partners held 39,469 shares of Donaldson worth $3.54M as of Q2 2026.
  • Birchwood Financial Partners sold 216 Donaldson shares in Q2 2026, an estimated $18.6K.
  • Donaldson made up 2.9% of Birchwood Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Birchwood Financial Partners first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 627 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.