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FORA Capital’s Donaldson DCI Stock Holding History

FORA Capital’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 		– Sell
-5,024
Closed -$427K – 413
2026
Q1 		$427K Buy
+5,024
New +$485K 0.03% 323
2025
Q3 		– Sell
-9,147
Closed -$634K – 530
2025
Q2 		$634K Buy
+9,147
New +$615K 0.07% 288
2024
Q4 		– Sell
-6,248
Closed -$460K – 430
2024
Q3 		$460K Buy
+6,248
New +$452K 0.05% 297
2021
Q3 		– Sell
-3,862
Closed -$245K – 482
2021
Q2 		$245K Buy
+3,862
New +$239K 0.05% 394
2021
Q1 		– Sell
-3,041
Closed -$170K – 839
2020
Q4 		$170K Buy
+3,041
New +$160K 0.03% 548
2020
Q2 		– Sell
-5,540
Closed -$214K – 992
2020
Q1 		$214K Buy
+5,540
New +$271K 0.05% 434

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 $3.38T AUM 44.17% 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

FORA Capital's DCI Position: Q2 2026 in Review

FORA Capital sold out of Donaldson (DCI) in Q2 2026, closing a stake of 5,024 shares — an estimated $427K sold.

FORA Capital first reported a position in DCI in Q1 2020 and held it in 6 quarters. The position peaked at $634K in Q2 2025. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • FORA Capital reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 5,024 Donaldson shares in Q2 2026, an estimated $427K.
  • FORA Capital first reported a position in Donaldson in Q1 2020 and held it in 6 quarters.
  • FORA Capital's Donaldson position peaked at $634K in Q2 2025.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.