Financial Management Professionals’s Donaldson DCI Stock Holding History

Financial Management Professionals’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	$180	Sell	2 -3	-60%	-$258	﹤0.01%	1014
2026 Q1	$424	Buy	5 +2	+67%	+$193	﹤0.01%	894
2025 Q4	$266	Hold	3	–	–	﹤0.01%	930
2025 Q3	$246	Hold	3	–	–	﹤0.01%	914
2025 Q2	$208	Hold	3	–	–	﹤0.01%	975
2025 Q1	$201	Buy	+3	New	+$208	﹤0.01%	955
2021 Q4	–	Sell	-4	Closed	–	–	978
2021 Q3	$0	Sell	4 -6	-60%	-$387	﹤0.01%	957
2021 Q2	$1K	Buy	+10	New	+$618	﹤0.01%	755

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Management Professionals's DCI Position: Q2 2026 in Review

Financial Management Professionals reduced its Donaldson (DCI) stake by 60% in Q2 2026, selling an estimated $258 and leaving 2 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Financial Management Professionals first reported a position in DCI in Q2 2021 and has held it in 8 quarters since. The position peaked at $1K in Q2 2021. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Financial Management Professionals held 2 shares of Donaldson worth $180 as of Q2 2026.
Financial Management Professionals sold 3 Donaldson shares in Q2 2026, an estimated $258.
Donaldson made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #1014 holding.
Financial Management Professionals first reported a position in Donaldson in Q2 2021 and has held it in 8 quarters since.
Financial Management Professionals's Donaldson position peaked at $1K in Q2 2021.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.