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HFM Investment Advisors’s Donaldson DCI Stock Holding History

HFM Investment 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
2026
Q2 		$1.17K Buy
13
+6
+86% +$516 ﹤0.01% 676
2026
Q1 		$594 Hold
7
– – ﹤0.01% 600
2025
Q4 		$621 Buy
7
+1
+17% +$87 ﹤0.01% 631
2025
Q3 		$491 Hold
6
– – ﹤0.01% 666
2025
Q2 		$416 Buy
6
+3
+100% +$202 ﹤0.01% 721
2025
Q1 		$202 Buy
+3
New +$208 ﹤0.01% 624

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 $3.37T AUM 44.26% 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

HFM Investment Advisors's DCI Position: Q2 2026 in Review

HFM Investment Advisors increased its Donaldson (DCI) stake by 86% in Q2 2026, buying an estimated $516 and bringing the position to 13 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

HFM Investment Advisors first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • HFM Investment Advisors held 13 shares of Donaldson worth $1.17K as of Q2 2026.
  • HFM Investment Advisors bought 6 Donaldson shares in Q2 2026, an estimated $516.
  • Donaldson made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #676 holding.
  • HFM Investment Advisors first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.