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GHP Investment Advisors’s Donaldson DCI Stock Holding History

GHP Investment Advisors’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 		$5.69M Buy
63,382
+4,798
+8% +$413K 0.21% 142
2026
Q1 		$4.97M Buy
58,584
+4,333
+8% +$418K 0.2% 147
2025
Q4 		$4.81M Buy
54,251
+1,189
+2% +$103K 0.2% 152
2025
Q3 		$4.34M Buy
53,062
+623
+1% +$47K 0.18% 155
2025
Q2 		$3.64M Buy
52,439
+2,873
+6% +$193K 0.16% 167
2025
Q1 		$3.32M Buy
49,566
+2,511
+5% +$174K 0.16% 179
2024
Q4 		$3.17M Buy
47,055
+2,506
+6% +$185K 0.15% 188
2024
Q3 		$3.28M Buy
44,549
+4,928
+12% +$356K 0.15% 185
2024
Q2 		$2.84M Buy
39,621
+2,591
+7% +$190K 0.14% 198
2024
Q1 		$2.77M Buy
37,030
+3,057
+9% +$208K 0.14% 203
2023
Q4 		$2.22M Buy
33,973
+2,144
+7% +$131K 0.12% 214
2023
Q3 		$1.93M Buy
31,829
+2,843
+10% +$176K 0.12% 208
2023
Q2 		$1.81M Buy
28,986
+8,200
+39% +$513K 0.11% 221
2023
Q1 		$1.36M Buy
20,786
+3,656
+21% +$230K 0.09% 238
2022
Q4 		$1.01M Buy
17,130
+4,407
+35% +$252K 0.07% 254
2022
Q3 		$624K Buy
+12,723
New +$664K 0.05% 273

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

GHP Investment Advisors's DCI Position: Q2 2026 in Review

GHP Investment Advisors increased its Donaldson (DCI) stake by 8.2% in Q2 2026, buying an estimated $413K and bringing the position to 63,382 shares worth $5.69M. The position accounts for 0.21% of the portfolio, ranked #142.

GHP Investment Advisors first reported a position in DCI in Q3 2022 and has held it in 16 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • GHP Investment Advisors held 63,382 shares of Donaldson worth $5.69M as of Q2 2026.
  • GHP Investment Advisors bought 4,798 Donaldson shares in Q2 2026, an estimated $413K.
  • Donaldson made up 0.21% of GHP Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • GHP Investment Advisors first reported a position in Donaldson in Q3 2022 and has held it in 16 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.