Harbour Investments
DCI icon

Harbour Investments’s Donaldson DCI Stock Holding History

Harbour Investments’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 		$44.6K Sell
497
-38
-7% -$3.27K ﹤0.01% 2453
2026
Q1 		$45.4K Buy
535
+211
+65% +$20.4K ﹤0.01% 2393
2025
Q4 		$28.7K Sell
324
-16
-5% -$1.39K ﹤0.01% 2242
2025
Q3 		$27.8K Sell
340
-61
-15% -$4.6K ﹤0.01% 2184
2025
Q2 		$27.8K Sell
401
-39
-9% -$2.62K ﹤0.01% 2081
2025
Q1 		$29.5K Sell
440
-181
-29% -$12.5K ﹤0.01% 2018
2024
Q4 		$41.8K Hold
621
– – ﹤0.01% 1793
2024
Q3 		$45.8K Sell
621
-14
-2% -$1.01K ﹤0.01% 1707
2024
Q2 		$45.4K Buy
635
+43
+7% +$3.16K ﹤0.01% 1601
2024
Q1 		$44.2K Sell
592
-733
-55% -$49.9K ﹤0.01% 1581
2023
Q4 		$86.6K Hold
1,325
– – ﹤0.01% 1193
2023
Q3 		$79K Buy
1,325
+33
+3% +$2.04K ﹤0.01% 1133
2023
Q2 		$80.8K Hold
1,292
– – ﹤0.01% 1143
2023
Q1 		$84.4K Hold
1,292
– – ﹤0.01% 1119
2022
Q4 		$76.1K Hold
1,292
– – ﹤0.01% 1134
2022
Q3 		$62K Hold
1,292
– – ﹤0.01% 1178
2022
Q2 		$62K Buy
+1,292
New +$65.1K ﹤0.01% 1178
2021
Q4 		$74K Sell
1,252
-822
-40% -$48.7K ﹤0.01% 1094
2021
Q3 		$119K Buy
2,074
+648
+45% +$41.8K ﹤0.01% 1276
2021
Q2 		$91K Buy
1,426
+201
+16% +$12.4K ﹤0.01% 1449
2021
Q1 		$71K Buy
+1,225
New +$73.2K ﹤0.01% 1479

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 $3.38T AUM 44.17% 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

Harbour Investments's DCI Position: Q2 2026 in Review

Harbour Investments reduced its Donaldson (DCI) stake by 7.1% in Q2 2026, selling an estimated $3.27K and leaving 497 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Harbour Investments first reported a position in DCI in Q1 2021 and has held it in 21 quarters since. The position peaked at $119K in Q3 2021. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Harbour Investments held 497 shares of Donaldson worth $44.6K as of Q2 2026.
  • Harbour Investments sold 38 Donaldson shares in Q2 2026, an estimated $3.27K.
  • Donaldson made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2453 holding.
  • Harbour Investments first reported a position in Donaldson in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Donaldson position peaked at $119K in Q3 2021.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.