Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Donaldson DCI Stock Holding History

Cambridge Investment Research 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 		$773K Buy
9,109
+2,357
+35% +$228K ﹤0.01% 2398
2025
Q4 		$599K Buy
6,752
+75
+1% +$6.51K ﹤0.01% 2545
2025
Q3 		$546K Sell
6,677
-90
-1% -$6.79K ﹤0.01% 2592
2025
Q2 		$469K Buy
6,767
+1,212
+22% +$81.5K ﹤0.01% 2605
2025
Q1 		$372K Buy
5,555
+2,435
+78% +$168K ﹤0.01% 2691
2024
Q4 		$210K Buy
3,120
+109
+4% +$8.04K ﹤0.01% 3164
2024
Q3 		$222K Sell
3,011
-303
-9% -$21.9K ﹤0.01% 3062
2024
Q2 		$237K Buy
+3,314
New +$243K ﹤0.01% 2897
2023
Q3 		– Sell
-3,787
Closed -$237K – 3166
2023
Q2 		$237K Sell
3,787
-132
-3% -$8.26K ﹤0.01% 2732
2023
Q1 		$256K Sell
3,919
-23
-0.6% -$1.45K ﹤0.01% 2619
2022
Q4 		$232K Buy
+3,942
New +$226K ﹤0.01% 2639
2022
Q1 		– Sell
-4,456
Closed -$264K – 3191
2021
Q4 		$264K Sell
4,456
-357
-7% -$21.1K ﹤0.01% 2659
2021
Q3 		$276K Sell
4,813
-269
-5% -$17.3K ﹤0.01% 2530
2021
Q2 		$323K Sell
5,082
-1,796
-26% -$111K ﹤0.01% 2410
2021
Q1 		$400K Buy
6,878
+631
+10% +$37.7K ﹤0.01% 2065
2020
Q4 		$349K Sell
6,247
-355
-5% -$18.7K ﹤0.01% 2021
2020
Q3 		$306K Sell
6,602
-7,844
-54% -$381K ﹤0.01% 1918
2020
Q2 		$672K Sell
14,446
-45
-0.3% -$1.99K 0.01% 1371
2020
Q1 		$560K Sell
14,491
-2,668
-16% -$131K 0.01% 1297
2019
Q4 		$989K Sell
17,159
-2,400
-12% -$131K 0.01% 1150
2019
Q3 		$1.02M Buy
19,559
+1,693
+9% +$83.8K 0.01% 1055
2019
Q2 		$909K Sell
17,866
-3,383
-16% -$172K 0.01% 1068
2019
Q1 		$1.06M Buy
21,249
+25
+0.1% +$1.21K 0.01% 1003
2018
Q4 		$921K Sell
21,224
-26
-0.1% -$1.34K 0.01% 975
2018
Q3 		$1.24M Buy
21,250
+3,818
+22% +$192K 0.01% 911
2018
Q2 		$787K Buy
17,432
+19
+0.1% +$877 0.01% 1121
2018
Q1 		$784K Sell
17,413
-6,592
-27% -$316K 0.01% 1072
2017
Q4 		$1.18M Sell
24,005
-6,189
-20% -$295K 0.01% 827
2017
Q3 		$1.39M Sell
30,194
-1,576
-5% -$72.9K 0.02% 680
2017
Q2 		$1.45M Sell
31,770
-3,039
-9% -$140K 0.02% 641
2017
Q1 		$1.58M Buy
34,809
+26,861
+338% +$1.16M 0.03% 531
2016
Q4 		$334K Sell
7,948
-335
-4% -$13.3K 0.01% 1215
2016
Q3 		$309K Sell
8,283
-589
-7% -$21.5K 0.01% 1278
2016
Q2 		$305K Buy
8,872
+418
+5% +$14K 0.01% 1167
2016
Q1 		$270K Buy
8,454
+20
+0.2% +$587 0.01% 1225
2015
Q4 		$242K Sell
8,434
-6
-0.1% -$177 0.01% 1243
2015
Q3 		$237K Buy
8,440
+334
+4% +$10.7K 0.01% 1153
2015
Q2 		$290K Buy
+8,106
New +$296K 0.01% 1075

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

Cambridge Investment Research Advisors's DCI Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Donaldson (DCI) stake by 35% in Q1 2026, buying an estimated $228K and bringing the position to 9,109 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Cambridge Investment Research Advisors first reported a position in DCI in Q2 2015 and has held it in 38 quarters since. The position peaked at $1.58M in Q1 2017. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Cambridge Investment Research Advisors held 9,109 shares of Donaldson worth $773K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 2,357 Donaldson shares in Q1 2026, an estimated $228K.
  • Donaldson made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2398 holding.
  • Cambridge Investment Research Advisors first reported a position in Donaldson in Q2 2015 and has held it in 38 quarters since.
  • Cambridge Investment Research Advisors's Donaldson position peaked at $1.58M in Q1 2017.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.