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Empowered Funds’s Donaldson DCI Stock Holding History

Empowered Funds’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 		$1.17M Buy
13,076
+1,871
+17% +$161K 0.01% 1410
2026
Q1 		$951K Buy
+11,205
New +$1.08M 0.01% 1421
2025
Q3 		– Sell
-6,180
Closed -$429K – 1850
2025
Q2 		$429K Buy
+6,180
New +$416K ﹤0.01% 1375

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

Empowered Funds's DCI Position: Q2 2026 in Review

Empowered Funds increased its Donaldson (DCI) stake by 17% in Q2 2026, buying an estimated $161K and bringing the position to 13,076 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1410.

Empowered Funds first reported a position in DCI in Q2 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Empowered Funds held 13,076 shares of Donaldson worth $1.17M as of Q2 2026.
  • Empowered Funds bought 1,871 Donaldson shares in Q2 2026, an estimated $161K.
  • Donaldson made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1410 holding.
  • Empowered Funds first reported a position in Donaldson in Q2 2025 and has held it in 3 quarters since.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.