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Forum Financial Management’s Donaldson DCI Stock Holding History

Forum Financial Management’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
-2,781
Closed -$247K – 505
2025
Q4 		$247K Buy
2,781
+6
+0.2% +$521 ﹤0.01% 850
2025
Q3 		$227K Buy
+2,775
New +$209K ﹤0.01% 898

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

Forum Financial Management's DCI Position: Q1 2026 in Review

Forum Financial Management sold out of Donaldson (DCI) in Q1 2026, closing a stake of 2,781 shares — an estimated $247K sold.

Forum Financial Management first reported a position in DCI in Q3 2025 and held it in 2 quarters. The position peaked at $247K in Q4 2025. 611 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Forum Financial Management reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,781 Donaldson shares in Q1 2026, an estimated $247K.
  • Forum Financial Management first reported a position in Donaldson in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Donaldson position peaked at $247K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.