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Focus Partners Advisor Solutions’s Donaldson DCI Stock Holding History

Focus Partners Advisor Solutions’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
Q1 		– Sell
-3,599
Closed -$319K – 1275
2025
Q4 		$319K Buy
+3,599
New +$313K ﹤0.01% 869
2025
Q2 		– Sell
-3,293
Closed -$221K – 1117
2025
Q1 		$221K Buy
+3,293
New +$228K ﹤0.01% 879
2024
Q4 		– Sell
-5,843
Closed -$431K – 795
2024
Q3 		$431K Sell
5,843
-562
-9% -$40.6K 0.01% 482
2024
Q2 		$458K Buy
+6,405
New +$470K 0.01% 391

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focus Partners Advisor Solutions's DCI Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Donaldson (DCI) in Q1 2026, closing a stake of 3,599 shares — an estimated $319K sold.

Focus Partners Advisor Solutions first reported a position in DCI in Q2 2024 and held it in 4 quarters. The position peaked at $458K in Q2 2024. 611 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Focus Partners Advisor Solutions reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,599 Donaldson shares in Q1 2026, an estimated $319K.
  • Focus Partners Advisor Solutions first reported a position in Donaldson in Q2 2024 and held it in 4 quarters.
  • Focus Partners Advisor Solutions's Donaldson position peaked at $458K in Q2 2024.
  • 611 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.