Hillsdale Investment Management’s Donaldson DCI Stock Holding History

Hillsdale Investment Management’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	$1.16M	Buy	13,680 +2,380	+21%	+$230K	0.03%	345
2025 Q4	$1M	Hold	11,300	–	–	0.03%	366
2025 Q3	$925K	Buy	+11,300	New	+$852K	0.03%	371
2025 Q2	–	Sell	-200	Closed	-$13.4K	–	645
2025 Q1	$13.4K	Hold	200	–	–	﹤0.01%	488
2024 Q4	$13.5K	Sell	200 -9,800	-98%	-$723K	﹤0.01%	485
2024 Q3	$737K	Buy	10,000 +1,500	+18%	+$108K	0.06%	291
2024 Q2	$608K	Hold	8,500	–	–	0.05%	276
2024 Q1	$635K	Sell	8,500 -200	-2%	-$13.6K	0.05%	262
2023 Q4	$569K	Buy	+8,700	New	+$530K	0.05%	265
2021 Q2	–	Sell	-8,850	Closed	-$515K	–	588
2021 Q1	$515K	Sell	8,850 -500	-5%	-$29.9K	0.04%	356
2020 Q4	$522K	Buy	+9,350	New	+$493K	0.05%	342

Other funds holding DCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's DCI Position: Q1 2026 in Review

Hillsdale Investment Management increased its Donaldson (DCI) stake by 21% in Q1 2026, buying an estimated $230K and bringing the position to 13,680 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #345.

Hillsdale Investment Management first reported a position in DCI in Q4 2020 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

Hillsdale Investment Management held 13,680 shares of Donaldson worth $1.16M as of Q1 2026.
Hillsdale Investment Management bought 2,380 Donaldson shares in Q1 2026, an estimated $230K.
Donaldson made up 0.03% of Hillsdale Investment Management's portfolio in Q1 2026, its #345 holding.
Hillsdale Investment Management first reported a position in Donaldson in Q4 2020 and has held it in 11 quarters since.
608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.