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Catalyst Funds Management’s Donaldson DCI Stock Holding History

Catalyst Funds Management’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
2025
Q4 		– Sell
-3,100
Closed -$254K – 397
2025
Q3 		$254K Buy
+3,100
New +$234K 0.04% 364
2024
Q4 		– Sell
-300
Closed -$22.1K – 571
2024
Q3 		$22.1K Buy
+300
New +$21.7K ﹤0.01% 1059
2024
Q2 		– Sell
-2,900
Closed -$217K – 1264
2024
Q1 		$217K Buy
+2,900
New +$197K 0.06% 243

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Catalyst Funds Management's DCI Position: Q4 2025 in Review

Catalyst Funds Management sold out of Donaldson (DCI) in Q4 2025, closing a stake of 3,100 shares — an estimated $254K sold.

Catalyst Funds Management first reported a position in DCI in Q1 2024 and held it in 3 quarters. The position peaked at $254K in Q3 2025. 621 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

  • Catalyst Funds Management reported no remaining Donaldson position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 3,100 Donaldson shares in Q4 2025, an estimated $254K.
  • Catalyst Funds Management first reported a position in Donaldson in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Donaldson position peaked at $254K in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.