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Freestone Grove Partners’s Donaldson DCI Stock Holding History

Freestone Grove Partners’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 		$827K Buy
+9,739
New +$941K 0.01% 509
2025
Q3 		– Sell
-12,287
Closed -$852K – 744
2025
Q2 		$852K Buy
+12,287
New +$826K 0.01% 454

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Grove Partners's DCI Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Donaldson (DCI) in Q1 2026: 9,739 shares worth $827K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in DCI as recently as Q2 2025.

Freestone Grove Partners first reported a position in DCI in Q2 2025 and has held it in 2 quarters since. The position peaked at $852K in Q2 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Freestone Grove Partners held 9,739 shares of Donaldson worth $827K as of Q1 2026.
  • Donaldson was a new Freestone Grove Partners position in Q1 2026.
  • Donaldson made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #509 holding.
  • Freestone Grove Partners first reported a position in Donaldson in Q2 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Donaldson position peaked at $852K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.