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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harbour Investments's DCI Position: Q1 2026 in Review

Harbour Investments increased its Donaldson (DCI) stake by 65% in Q1 2026, buying an estimated $20.4K and bringing the position to 535 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Harbour Investments first reported a position in DCI in Q1 2021 and has held it in 20 quarters since. The position peaked at $119K in Q3 2021. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Harbour Investments held 535 shares of Donaldson worth $45.4K as of Q1 2026.
  • Harbour Investments bought 211 Donaldson shares in Q1 2026, an estimated $20.4K.
  • Donaldson made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2393 holding.
  • Harbour Investments first reported a position in Donaldson in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Donaldson position peaked at $119K in Q3 2021.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.