Focus Partners Wealth
DCI icon

Focus Partners Wealth’s Donaldson DCI Stock Holding History

Focus Partners Wealth’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 		$5.41M Buy
60,293
+9,795
+19% +$843K 0.01% 921
2026
Q1 		$4.29M Sell
50,498
-11,118
-18% -$1.07M ﹤0.01% 989
2025
Q4 		$5.46M Buy
61,616
+11,259
+22% +$978K 0.01% 912
2025
Q3 		$4.12M Sell
50,357
-2,526
-5% -$190K 0.01% 808
2025
Q2 		$3.67M Sell
52,883
-4,145
-7% -$279K 0.01% 763
2025
Q1 		$3.82M Sell
57,028
-3,684
-6% -$255K 0.01% 701
2024
Q4 		$4.09M Buy
60,712
+2,264
+4% +$167K 0.01% 670
2024
Q3 		$4.31M Buy
58,448
+50,382
+625% +$3.64M 0.01% 600
2024
Q2 		$577K Sell
8,066
-100
-1% -$7.34K ﹤0.01% 914
2024
Q1 		$610K Sell
8,166
-17
-0.2% -$1.16K 0.01% 688
2023
Q4 		$535K Buy
+8,183
New +$499K 0.01% 565

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

Focus Partners Wealth's DCI Position: Q2 2026 in Review

Focus Partners Wealth increased its Donaldson (DCI) stake by 19% in Q2 2026, buying an estimated $843K and bringing the position to 60,293 shares worth $5.41M. The position accounts for 0.01% of the portfolio, ranked #921.

Focus Partners Wealth first reported a position in DCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.46M in Q4 2025. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Focus Partners Wealth held 60,293 shares of Donaldson worth $5.41M as of Q2 2026.
  • Focus Partners Wealth bought 9,795 Donaldson shares in Q2 2026, an estimated $843K.
  • Donaldson made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #921 holding.
  • Focus Partners Wealth first reported a position in Donaldson in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Donaldson position peaked at $5.46M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.