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Cornerstone Financial Management’s Donaldson DCI Stock Holding History

Cornerstone Financial Management’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 		– Sell
-5
Closed -$424 – 1502
2026
Q1 		$424 Buy
+5
New +$483 ﹤0.01% 1266

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

Cornerstone Financial Management's DCI Position: Q2 2026 in Review

Cornerstone Financial Management sold out of Donaldson (DCI) in Q2 2026, closing a stake of 5 shares — an estimated $424 sold.

Cornerstone Financial Management first reported a position in DCI in Q1 2026 and held it in 1 quarter. The position peaked at $424 in Q1 2026. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Cornerstone Financial Management reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 5 Donaldson shares in Q2 2026, an estimated $424.
  • Cornerstone Financial Management first reported a position in Donaldson in Q1 2026 and held it in 1 quarter.
  • Cornerstone Financial Management's Donaldson position peaked at $424 in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.