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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
Q2 		$4.72M Buy
52,525
+42,786
+439% +$3.68M 0.03% 346
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

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

Freestone Grove Partners's DCI Position: Q2 2026 in Review

Freestone Grove Partners increased its Donaldson (DCI) stake by 439% in Q2 2026, buying an estimated $3.68M and bringing the position to 52,525 shares worth $4.72M. The position accounts for 0.03% of the portfolio, ranked #346.

Freestone Grove Partners first reported a position in DCI in Q2 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Freestone Grove Partners held 52,525 shares of Donaldson worth $4.72M as of Q2 2026.
  • Freestone Grove Partners bought 42,786 Donaldson shares in Q2 2026, an estimated $3.68M.
  • Donaldson made up 0.03% of Freestone Grove Partners's portfolio in Q2 2026, its #346 holding.
  • Freestone Grove Partners first reported a position in Donaldson in Q2 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.