Cetera Investment Advisers
DCI icon

Cetera Investment Advisers’s Donaldson DCI Stock Holding History

Cetera Investment Advisers’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 		$2.05M Sell
22,851
-1,547
-6% -$133K ﹤0.01% 2366
2026
Q1 		$2.07M Buy
24,398
+6,099
+33% +$589K ﹤0.01% 2254
2025
Q4 		$1.62M Buy
18,299
+695
+4% +$60.4K ﹤0.01% 2399
2025
Q3 		$1.44M Buy
17,604
+8,169
+87% +$616K ﹤0.01% 2455
2025
Q2 		$654K Sell
9,435
-1,839
-16% -$124K ﹤0.01% 2749
2025
Q1 		$756K Buy
11,274
+639
+6% +$44.2K ﹤0.01% 2499
2024
Q4 		$716K Buy
10,635
+499
+5% +$36.8K ﹤0.01% 2397
2024
Q3 		$747K Sell
10,136
-2,101
-17% -$152K ﹤0.01% 2324
2024
Q2 		$876K Sell
12,237
-498
-4% -$36.5K ﹤0.01% 2175
2024
Q1 		$951K Buy
+12,735
New +$866K ﹤0.01% 2112
2022
Q1 		– Sell
-5,018
Closed -$297K – 1899
2021
Q4 		$297K Hold
5,018
– – ﹤0.01% 1496
2021
Q3 		$288K Buy
5,018
+176
+4% +$11.3K ﹤0.01% 1464
2021
Q2 		$308K Buy
+4,842
New +$299K ﹤0.01% 1399
2021
Q1 		– Sell
-4,354
Closed -$243K – 1621
2020
Q4 		$243K Buy
+4,354
New +$230K ﹤0.01% 1361

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

Cetera Investment Advisers's DCI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Donaldson (DCI) stake by 6.3% in Q2 2026, selling an estimated $133K and leaving 22,851 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Cetera Investment Advisers first reported a position in DCI in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.07M in Q1 2026. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Cetera Investment Advisers held 22,851 shares of Donaldson worth $2.05M as of Q2 2026.
  • Cetera Investment Advisers sold 1,547 Donaldson shares in Q2 2026, an estimated $133K.
  • Donaldson made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2366 holding.
  • Cetera Investment Advisers first reported a position in Donaldson in Q4 2020 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Donaldson position peaked at $2.07M in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.