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Diversify Advisory Services’s Donaldson DCI Stock Holding History

Diversify Advisory Services’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 		$459K Buy
+4,923
New +$423K 0.01% 895
2024
Q2 		– Sell
-4,187
Closed -$310K – 661
2024
Q1 		$310K Buy
+4,187
New +$285K 0.02% 533

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

Diversify Advisory Services's DCI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Donaldson (DCI) in Q2 2026: 4,923 shares worth $459K. The stake represents 0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DCI as recently as Q1 2024.

Diversify Advisory Services first reported a position in DCI in Q1 2024 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Diversify Advisory Services held 4,923 shares of Donaldson worth $459K as of Q2 2026.
  • Donaldson was a new Diversify Advisory Services position in Q2 2026.
  • Donaldson made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #895 holding.
  • Diversify Advisory Services first reported a position in Donaldson in Q1 2024 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.