CA
DCI icon

Clearstead Advisors’s Donaldson DCI Stock Holding History

Clearstead 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 		$28.1K Buy
313
+278
+794% +$23.9K ﹤0.01% 1687
2026
Q1 		$2.97K Sell
35
-564
-94% -$54.5K ﹤0.01% 1822
2025
Q4 		$53.1K Buy
599
+288
+93% +$25K ﹤0.01% 1384
2025
Q3 		$25.5K Hold
311
– – ﹤0.01% 1535
2025
Q2 		$21.6K Buy
311
+192
+161% +$12.9K ﹤0.01% 1592
2025
Q1 		$7.99K Buy
119
+99
+495% +$6.85K ﹤0.01% 1668
2024
Q4 		$1.35K Sell
20
-90
-82% -$6.64K ﹤0.01% 1893
2024
Q3 		$8.11K Hold
110
– – ﹤0.01% 1625
2024
Q2 		$7.87K Buy
110
+88
+400% +$6.46K ﹤0.01% 1593
2024
Q1 		$1.64K Hold
22
– – ﹤0.01% 1342
2023
Q4 		$1.44K Sell
22
-71
-76% -$4.33K ﹤0.01% 1342
2023
Q3 		$5.55K Buy
+93
New +$5.76K ﹤0.01% 1072

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

Clearstead Advisors's DCI Position: Q2 2026 in Review

Clearstead Advisors increased its Donaldson (DCI) stake by 794% in Q2 2026, buying an estimated $23.9K and bringing the position to 313 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Clearstead Advisors first reported a position in DCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $53.1K in Q4 2025. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Clearstead Advisors held 313 shares of Donaldson worth $28.1K as of Q2 2026.
  • Clearstead Advisors bought 278 Donaldson shares in Q2 2026, an estimated $23.9K.
  • Donaldson made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1687 holding.
  • Clearstead Advisors first reported a position in Donaldson in Q3 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's Donaldson position peaked at $53.1K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.