Horizon Investments
DCI icon

Horizon Investments’s Donaldson DCI Stock Holding History

Horizon 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 		$256K Sell
2,849
-30,817
-92% -$2.65M ﹤0.01% 971
2026
Q1 		$2.86M Sell
33,666
-13,185
-28% -$1.27M 0.03% 399
2025
Q4 		$4.15M Buy
+46,851
New +$4.07M 0.05% 285
2025
Q3 		– Sell
-11,132
Closed -$769K – 1205
2025
Q2 		$769K Buy
+11,132
New +$749K 0.01% 635
2025
Q1 		– Sell
-16
Closed -$1.08K – 882
2024
Q4 		$1.08K Hold
16
– – ﹤0.01% 807
2024
Q3 		$1.18K Hold
16
– – ﹤0.01% 771
2024
Q2 		$1.15K Hold
16
– – ﹤0.01% 744
2024
Q1 		$1.2K Buy
+16
New +$1.09K ﹤0.01% 726

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

Horizon Investments's DCI Position: Q2 2026 in Review

Horizon Investments reduced its Donaldson (DCI) stake by 92% in Q2 2026, selling an estimated $2.65M and leaving 2,849 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Horizon Investments first reported a position in DCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.15M in Q4 2025. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Horizon Investments held 2,849 shares of Donaldson worth $256K as of Q2 2026.
  • Horizon Investments sold 30,817 Donaldson shares in Q2 2026, an estimated $2.65M.
  • Donaldson made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #971 holding.
  • Horizon Investments first reported a position in Donaldson in Q1 2024 and has held it in 8 quarters since.
  • Horizon Investments's Donaldson position peaked at $4.15M in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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