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Harvey Investment Company’s Donaldson DCI Stock Holding History

Harvey Investment Company’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 		$6.09M Sell
67,854
-130
-0.2% -$11.2K 0.66% 34
2026
Q1 		$5.77M Sell
67,984
-1,200
-2% -$116K 0.63% 34
2025
Q4 		$6.13M Hold
69,184
– – 0.65% 36
2025
Q3 		$5.66M Sell
69,184
-1,500
-2% -$113K 0.6% 37
2025
Q2 		$4.9M Sell
70,684
-2,000
-3% -$135K 0.54% 39
2025
Q1 		$4.87M Sell
72,684
-835
-1% -$57.8K 0.54% 38
2024
Q4 		$4.95M Hold
73,519
– – 0.57% 35
2024
Q3 		$5.42M Hold
73,519
– – 0.61% 33
2024
Q2 		$5.26M Hold
73,519
– – 0.63% 34
2024
Q1 		$5.49M Sell
73,519
-1,500
-2% -$102K 0.62% 35
2023
Q4 		$4.9M Sell
75,019
-16,323
-18% -$995K 0.59% 36
2023
Q3 		$5.45M Buy
91,342
+35,583
+64% +$2.2M 0.71% 34
2023
Q2 		$3.48M Sell
55,759
-37,533
-40% -$2.35M 0.46% 44
2023
Q1 		$6.1M Hold
93,292
– – 0.76% 33
2022
Q4 		$5.49M Sell
93,292
-270
-0.3% -$15.5K 0.71% 34
2022
Q3 		$4.58M Sell
93,562
-9,000
-9% -$470K 0.66% 34
2022
Q2 		$4.94M Sell
102,562
-13,033
-11% -$656K 0.69% 37
2022
Q1 		$6M Sell
115,595
-13,750
-11% -$748K 0.74% 35
2021
Q4 		$7.67M Sell
129,345
-14,795
-10% -$876K 0.89% 32
2021
Q3 		$8.28M Sell
144,140
-42,020
-23% -$2.71M 1.08% 28
2021
Q2 		$11.8M Sell
186,160
-2,300
-1% -$142K 1.56% 23
2021
Q1 		$11M Sell
188,460
-7,546
-4% -$451K 1.56% 22
2020
Q4 		$11M Sell
196,006
-1,047
-0.5% -$55.3K 1.54% 23
2020
Q3 		$9.15M Hold
197,053
– – 1.43% 22
2020
Q2 		$9.17M Sell
197,053
-7,365
-4% -$326K 1.55% 23
2020
Q1 		$7.9M Sell
204,418
-8,737
-4% -$427K 1.55% 22
2019
Q4 		$12.3M Sell
213,155
-2,633
-1% -$143K 1.89% 22
2019
Q3 		$11.2M Sell
215,788
-1,185
-0.5% -$58.7K 1.86% 23
2019
Q2 		$11M Buy
216,973
+70
+0% +$3.56K 1.86% 22
2019
Q1 		$10.9M Buy
216,903
+3,725
+2% +$180K 1.87% 22
2018
Q4 		$9.25M Buy
213,178
+2,120
+1% +$110K 1.78% 21
2018
Q3 		$12.3M Sell
211,058
-7,810
-4% -$392K 2.13% 18
2018
Q2 		$9.88M Sell
218,868
-535
-0.2% -$24.7K 1.82% 22
2018
Q1 		$9.88M Buy
219,403
+15,500
+8% +$742K 1.82% 22
2017
Q4 		$9.98M Sell
203,903
-400
-0.2% -$19.1K 1.82% 23
2017
Q3 		$9.39M Buy
204,303
+1,575
+0.8% +$72.9K 1.85% 23
2017
Q2 		$9.23M Sell
202,728
-210
-0.1% -$9.67K 1.87% 22
2017
Q1 		$9.24M Sell
202,938
-4,700
-2% -$203K 1.91% 22
2016
Q4 		$8.74M Sell
207,638
-37,645
-15% -$1.49M 1.84% 22
2016
Q3 		$9.16M Sell
245,283
-44,430
-15% -$1.62M 1.95% 22
2016
Q2 		$9.96M Sell
289,713
-8,468
-3% -$283K 2.17% 18
2016
Q1 		$9.52M Buy
298,181
+3,650
+1% +$107K 2.11% 21
2015
Q4 		$8.44M Sell
294,531
-21,457
-7% -$632K 1.93% 22
2015
Q3 		$8.87M Sell
315,988
-50
-0% -$1.6K 2.14% 20
2015
Q2 		$11.3M Buy
316,038
+23,650
+8% +$862K 2.63% 11
2015
Q1 		$11M Buy
292,388
+41,780
+17% +$1.56M 2.62% 11
2014
Q4 		$9.68M Buy
250,608
+37,710
+18% +$1.5M 2.25% 17
2014
Q3 		$8.65M Buy
212,898
+11,575
+6% +$471K 2.18% 18
2014
Q2 		$8.52M Hold
201,323
– – 2.12% 19
2014
Q1 		$8.54M Buy
201,323
+2,400
+1% +$101K 2.2% 15
2013
Q4 		$8.64M Sell
198,923
-4,666
-2% -$190K 2.29% 15
2013
Q3 		$7.76M Buy
203,589
+4,582
+2% +$169K 2.2% 15
2013
Q2 		$7.1M Buy
+199,007
New +$7.23M 2.13% 19

Other funds holding DCI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $1.08B AUM 22.62% 1-Year Est. Return

Harvey Investment Company's DCI Position: Q2 2026 in Review

Harvey Investment Company reduced its Donaldson (DCI) stake by 0.19% in Q2 2026, selling an estimated $11.2K and leaving 67,854 shares worth $6.09M. The position accounts for 0.66% of the portfolio, ranked #34.

Harvey Investment Company first reported a position in DCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q3 2018. 137 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Harvey Investment Company held 67,854 shares of Donaldson worth $6.09M as of Q2 2026.
  • Harvey Investment Company sold 130 Donaldson shares in Q2 2026, an estimated $11.2K.
  • Donaldson made up 0.66% of Harvey Investment Company's portfolio in Q2 2026, its #34 holding.
  • Harvey Investment Company first reported a position in Donaldson in Q2 2013 and has held it in 53 quarters since.
  • Harvey Investment Company's Donaldson position peaked at $12.3M in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.