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Certuity’s Donaldson DCI Stock Holding History

Certuity’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 		$370K Sell
4,119
-251
-6% -$21.6K 0.02% 449
2026
Q1 		$371K Buy
4,370
+282
+7% +$27.2K 0.02% 379
2025
Q4 		$362K Buy
4,088
+819
+25% +$71.1K 0.02% 355
2025
Q3 		$268K Buy
+3,269
New +$246K 0.02% 434

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

Certuity's DCI Position: Q2 2026 in Review

Certuity reduced its Donaldson (DCI) stake by 5.7% in Q2 2026, selling an estimated $21.6K and leaving 4,119 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #449.

Certuity first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $371K in Q1 2026. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Certuity held 4,119 shares of Donaldson worth $370K as of Q2 2026.
  • Certuity sold 251 Donaldson shares in Q2 2026, an estimated $21.6K.
  • Donaldson made up 0.02% of Certuity's portfolio in Q2 2026, its #449 holding.
  • Certuity first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Certuity's Donaldson position peaked at $371K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.