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Cedar Mountain Advisors’s Donaldson DCI Stock Holding History

Cedar Mountain 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 		$1.17K Hold
13
– – ﹤0.01% 927
2026
Q1 		$1.1K Hold
13
– – ﹤0.01% 895
2025
Q4 		$1.15K Sell
13
-45
-78% -$3.91K ﹤0.01% 478
2025
Q3 		$4.75K Buy
+58
New +$4.37K ﹤0.01% 339

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

Cedar Mountain Advisors's DCI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Donaldson (DCI) position steady in Q2 2026 at 13 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Cedar Mountain Advisors first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.75K in Q3 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Cedar Mountain Advisors held 13 shares of Donaldson worth $1.17K as of Q2 2026.
  • Cedar Mountain Advisors left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #927 holding.
  • Cedar Mountain Advisors first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Donaldson position peaked at $4.75K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.