FFO
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Fortitude Family Office’s Donaldson DCI Stock Holding History

Fortitude Family Office’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 		$7.9K Buy
88
+1
+1% +$86 ﹤0.01% 878
2026
Q1 		$7.38K Buy
87
+44
+102% +$4.25K ﹤0.01% 770
2025
Q4 		$3.81K Buy
43
+7
+19% +$608 ﹤0.01% 917
2025
Q3 		$2.95K Sell
36
-5
-12% -$377 ﹤0.01% 1037
2025
Q2 		$2.84K Buy
+41
New +$2.76K ﹤0.01% 1036
2024
Q1 		– Sell
-418
Closed -$27.3K – 995
2023
Q4 		$27.3K Buy
+418
New +$25.5K 0.02% 249

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

Fortitude Family Office's DCI Position: Q2 2026 in Review

Fortitude Family Office increased its Donaldson (DCI) stake by 1.1% in Q2 2026, buying an estimated $86 and bringing the position to 88 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Fortitude Family Office first reported a position in DCI in Q4 2023 and has held it in 6 quarters since. The position peaked at $27.3K in Q4 2023. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Fortitude Family Office held 88 shares of Donaldson worth $7.9K as of Q2 2026.
  • Fortitude Family Office bought 1 Donaldson share in Q2 2026, an estimated $86.
  • Donaldson made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #878 holding.
  • Fortitude Family Office first reported a position in Donaldson in Q4 2023 and has held it in 6 quarters since.
  • Fortitude Family Office's Donaldson position peaked at $27.3K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.