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Fifth Third Wealth Advisors’s Donaldson DCI Stock Holding History

Fifth Third Wealth Advisors’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 		$509K Buy
5,675
+1,165
+26% +$100K 0.01% 476
2026
Q1 		$383K Buy
4,510
+756
+20% +$73K 0.01% 514
2025
Q4 		$333K Buy
3,754
+9
+0.2% +$782 0.01% 541
2025
Q3 		$307K Hold
3,745
– – 0.01% 548
2025
Q2 		$260K Buy
3,745
+12
+0.3% +$807 0.01% 585
2025
Q1 		$250K Buy
3,733
+14
+0.4% +$968 0.01% 566
2024
Q4 		$250K Sell
3,719
-182
-5% -$13.4K 0.01% 587
2024
Q3 		$288K Buy
3,901
+213
+6% +$15.4K 0.02% 491
2024
Q2 		$264K Buy
+3,688
New +$271K 0.02% 465

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

Fifth Third Wealth Advisors's DCI Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Donaldson (DCI) stake by 26% in Q2 2026, buying an estimated $100K and bringing the position to 5,675 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #476.

Fifth Third Wealth Advisors first reported a position in DCI in Q2 2024 and has held it in 9 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Fifth Third Wealth Advisors held 5,675 shares of Donaldson worth $509K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 1,165 Donaldson shares in Q2 2026, an estimated $100K.
  • Donaldson made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #476 holding.
  • Fifth Third Wealth Advisors first reported a position in Donaldson in Q2 2024 and has held it in 9 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.