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CBIZ Investment Advisory Services’s Donaldson DCI Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-47
Closed -$4.17K – 495
2025
Q4 		$4.17K Buy
+47
New +$4.08K ﹤0.01% 540

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CBIZ Investment Advisory Services's DCI Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Donaldson (DCI) in Q1 2026, closing a stake of 47 shares — an estimated $4.17K sold.

CBIZ Investment Advisory Services first reported a position in DCI in Q4 2025 and held it in 1 quarter. The position peaked at $4.17K in Q4 2025. 611 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 47 Donaldson shares in Q1 2026, an estimated $4.17K.
  • CBIZ Investment Advisory Services first reported a position in Donaldson in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Donaldson position peaked at $4.17K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.