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CVA Family Office’s Donaldson DCI Stock Holding History

CVA Family Office’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 		$16.1K Buy
179
+122
+214% +$10.5K ﹤0.01% 879
2026
Q1 		$4.84K Buy
57
+41
+256% +$3.96K ﹤0.01% 1249
2025
Q4 		$1.42K Hold
16
– – ﹤0.01% 1042
2025
Q3 		$1.31K Hold
16
– – ﹤0.01% 1076
2025
Q2 		$1.11K Buy
+16
New +$1.08K ﹤0.01% 1080
2024
Q4 		– Sell
-15
Closed -$1.11K – 1301
2024
Q3 		$1.11K Buy
+15
New +$1.08K ﹤0.01% 1061

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

CVA Family Office's DCI Position: Q2 2026 in Review

CVA Family Office increased its Donaldson (DCI) stake by 214% in Q2 2026, buying an estimated $10.5K and bringing the position to 179 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

CVA Family Office first reported a position in DCI in Q3 2024 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • CVA Family Office held 179 shares of Donaldson worth $16.1K as of Q2 2026.
  • CVA Family Office bought 122 Donaldson shares in Q2 2026, an estimated $10.5K.
  • Donaldson made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #879 holding.
  • CVA Family Office first reported a position in Donaldson in Q3 2024 and has held it in 6 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.