Global Retirement Partners’s Donaldson DCI Stock Holding History

Global Retirement 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	$133K	Buy	+1,485	New	+$128K	﹤0.01%	1857
2025 Q4	$134K	Buy	1,506 +1,433	+1,963%	+$124K	﹤0.01%	1720
2025 Q3	$5.97K	Hold	73	–	–	﹤0.01%	2908
2025 Q2	$5.06K	Buy	+73	New	+$4.91K	﹤0.01%	2906
2024 Q4	$121K	Sell	1,803 -7,644	-81%	-$564K	﹤0.01%	1179
2024 Q3	$696K	Sell	9,447 -18	-0.2%	-$1.3K	0.02%	538
2024 Q2	$677K	Buy	9,465 +8,951	+1,741%	+$657K	0.02%	526
2024 Q1	$38.4K	Buy	514 +476	+1,253%	+$32.4K	﹤0.01%	1522
2023 Q4	$2.41K	Hold	38	–	–	﹤0.01%	2605
2023 Q3	$2.26K	Hold	38	–	–	﹤0.01%	2488
2023 Q2	$2.38K	Hold	38	–	–	﹤0.01%	2478
2023 Q1	$2.46K	Buy	+38	New	+$2.39K	﹤0.01%	2426
2021 Q2	–	Sell	-74	Closed	-$4K	–	1878
2021 Q1	$4K	Buy	+74	New	+$4.42K	﹤0.01%	1512

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Global Retirement Partners's DCI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Donaldson (DCI) in Q2 2026: 1,485 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DCI as recently as Q4 2025.

Global Retirement Partners first reported a position in DCI in Q1 2021 and has held it in 13 quarters since. The position peaked at $696K in Q3 2024. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Global Retirement Partners held 1,485 shares of Donaldson worth $133K as of Q2 2026.
Donaldson was a new Global Retirement Partners position in Q2 2026.
Donaldson made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1857 holding.
Global Retirement Partners first reported a position in Donaldson in Q1 2021 and has held it in 13 quarters since.
Global Retirement Partners's Donaldson position peaked at $696K in Q3 2024.
632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.