Cerity Partners
DCI icon

Cerity Partners’s Donaldson DCI Stock Holding History

Cerity 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 		$1.99M Buy
22,127
+4,384
+25% +$377K ﹤0.01% 1598
2026
Q1 		$1.51M Sell
17,743
-3,936
-18% -$380K ﹤0.01% 1631
2025
Q4 		$1.92M Buy
21,679
+3,221
+17% +$280K ﹤0.01% 1387
2025
Q3 		$1.51M Sell
18,458
-576
-3% -$43.4K ﹤0.01% 1412
2025
Q2 		$1.32M Sell
19,034
-1,567
-8% -$105K ﹤0.01% 1405
2025
Q1 		$1.38M Buy
20,601
+3,299
+19% +$228K ﹤0.01% 1287
2024
Q4 		$1.19M Buy
17,302
+6,687
+63% +$493K ﹤0.01% 1335
2024
Q3 		$782K Sell
10,615
-516
-5% -$37.3K ﹤0.01% 1527
2024
Q2 		$797K Buy
11,131
+2,358
+27% +$173K ﹤0.01% 1328
2024
Q1 		$646K Buy
8,773
+4,546
+108% +$309K ﹤0.01% 1480
2023
Q4 		$276K Buy
4,227
+553
+15% +$33.7K ﹤0.01% 1562
2023
Q3 		$219K Sell
3,674
-517
-12% -$32K ﹤0.01% 1261
2023
Q2 		$262K Buy
4,191
+20
+0.5% +$1.25K ﹤0.01% 1438
2023
Q1 		$273K Buy
+4,171
New +$262K ﹤0.01% 1571

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 $3.38T AUM 44.17% 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

Cerity Partners's DCI Position: Q2 2026 in Review

Cerity Partners increased its Donaldson (DCI) stake by 25% in Q2 2026, buying an estimated $377K and bringing the position to 22,127 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Cerity Partners first reported a position in DCI in Q1 2023 and has held it in 14 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Cerity Partners held 22,127 shares of Donaldson worth $1.99M as of Q2 2026.
  • Cerity Partners bought 4,384 Donaldson shares in Q2 2026, an estimated $377K.
  • Donaldson made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1598 holding.
  • Cerity Partners first reported a position in Donaldson in Q1 2023 and has held it in 14 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.