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Concurrent Investment Advisors’s Donaldson DCI Stock Holding History

Concurrent Investment 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 		$413K Sell
4,602
-138
-3% -$11.9K ﹤0.01% 1511
2026
Q1 		$402K Buy
4,740
+877
+23% +$84.7K ﹤0.01% 1321
2025
Q4 		$342K Buy
+3,863
New +$335K ﹤0.01% 1319

Other funds holding DCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Concurrent Investment Advisors's DCI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Donaldson (DCI) stake by 2.9% in Q2 2026, selling an estimated $11.9K and leaving 4,602 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Concurrent Investment Advisors first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Concurrent Investment Advisors held 4,602 shares of Donaldson worth $413K as of Q2 2026.
  • Concurrent Investment Advisors sold 138 Donaldson shares in Q2 2026, an estimated $11.9K.
  • Donaldson made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1511 holding.
  • Concurrent Investment Advisors first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.