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Essential Partners’s Donaldson DCI Stock Holding History

Essential Partners’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 		$43K Sell
479
-116
-19% -$9.98K 0.02% 653
2026
Q1 		$50.5K Hold
595
– – 0.02% 602
2025
Q4 		$52.8K Buy
595
+11
+2% +$955 0.02% 593
2025
Q3 		$47.8K Buy
584
+23
+4% +$1.73K 0.02% 604
2025
Q2 		$38.9K Buy
+561
New +$37.7K 0.02% 525

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

Essential Partners's DCI Position: Q2 2026 in Review

Essential Partners reduced its Donaldson (DCI) stake by 19% in Q2 2026, selling an estimated $9.98K and leaving 479 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #653.

Essential Partners first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $52.8K in Q4 2025. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Essential Partners held 479 shares of Donaldson worth $43K as of Q2 2026.
  • Essential Partners sold 116 Donaldson shares in Q2 2026, an estimated $9.98K.
  • Donaldson made up 0.02% of Essential Partners's portfolio in Q2 2026, its #653 holding.
  • Essential Partners first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Donaldson position peaked at $52.8K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.