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Clearstead Trust’s Donaldson DCI Stock Holding History

Clearstead Trust’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 		$11.8K Buy
132
+22
+20% +$1.89K ﹤0.01% 581
2026
Q1 		$9.34K Hold
110
– – ﹤0.01% 600
2025
Q4 		$9.75K Hold
110
– – ﹤0.01% 594
2025
Q3 		$9K Hold
110
– – ﹤0.01% 607
2025
Q2 		$7.63K Buy
+110
New +$7.4K ﹤0.01% 653

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 Trust's DCI Position: Q2 2026 in Review

Clearstead Trust increased its Donaldson (DCI) stake by 20% in Q2 2026, buying an estimated $1.89K and bringing the position to 132 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Clearstead Trust first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Clearstead Trust held 132 shares of Donaldson worth $11.8K as of Q2 2026.
  • Clearstead Trust bought 22 Donaldson shares in Q2 2026, an estimated $1.89K.
  • Donaldson made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #581 holding.
  • Clearstead Trust first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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