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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FORA Capital's DCI Position: Q1 2026 in Review

FORA Capital opened a new position in Donaldson (DCI) in Q1 2026: 5,024 shares worth $427K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings. This is a return to the name: FORA Capital previously reported a position in DCI as recently as Q2 2025.

FORA Capital first reported a position in DCI in Q1 2020 and has held it in 6 quarters since. The position peaked at $634K in Q2 2025. 607 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

FORA Capital held 5,024 shares of Donaldson worth $427K as of Q1 2026.
Donaldson was a new FORA Capital position in Q1 2026.
Donaldson made up 0.03% of FORA Capital's portfolio in Q1 2026, its #323 holding.
FORA Capital first reported a position in Donaldson in Q1 2020 and has held it in 6 quarters since.
FORA Capital's Donaldson position peaked at $634K in Q2 2025.
607 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.