GA
DCI icon

Guerra Advisors’s Donaldson DCI Stock Holding History

Guerra 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
2025
Q3 		$819 Buy
+10
New +$754 ﹤0.01% 703

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Guerra Advisors's DCI Position: Q3 2025 in Review

Guerra Advisors opened a new position in Donaldson (DCI) in Q3 2025: 10 shares worth $819. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings.

563 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Guerra Advisors held 10 shares of Donaldson worth $819 as of Q3 2025.
  • Donaldson was a new Guerra Advisors position in Q3 2025.
  • Donaldson made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #703 holding.
  • 563 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.