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Financial Planning Hawaii’s Donaldson DCI Stock Holding History

Financial Planning Hawaii’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 		$322K Buy
3,585
+795
+28% +$68.4K 0.17% 103
2026
Q1 		$237K Hold
2,790
– – 0.14% 115
2025
Q4 		$247K Buy
+2,790
New +$242K 0.14% 118

Other funds holding DCI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Financial Planning Hawaii's DCI Position: Q2 2026 in Review

Financial Planning Hawaii increased its Donaldson (DCI) stake by 28% in Q2 2026, buying an estimated $68.4K and bringing the position to 3,585 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #103.

Financial Planning Hawaii first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Financial Planning Hawaii held 3,585 shares of Donaldson worth $322K as of Q2 2026.
  • Financial Planning Hawaii bought 795 Donaldson shares in Q2 2026, an estimated $68.4K.
  • Donaldson made up 0.17% of Financial Planning Hawaii's portfolio in Q2 2026, its #103 holding.
  • Financial Planning Hawaii first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.