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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
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
-164
-88% -$9.99K ﹤0.01% 1342
2023
Q3 		$11.1K Buy
+186
New +$11.5K ﹤0.01% 1105

Other funds holding DCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return