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HUB Investment Partners’s Donaldson DCI Stock Holding History

HUB Investment Partners’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 		$332K Sell
3,906
-426
-10% -$41.1K 0.01% 754
2025
Q4 		$384K Buy
+4,332
New +$376K 0.01% 575

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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

HUB Investment Partners's DCI Position: Q1 2026 in Review

HUB Investment Partners reduced its Donaldson (DCI) stake by 9.8% in Q1 2026, selling an estimated $41.1K and leaving 3,906 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #754.

HUB Investment Partners first reported a position in DCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $384K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • HUB Investment Partners held 3,906 shares of Donaldson worth $332K as of Q1 2026.
  • HUB Investment Partners sold 426 Donaldson shares in Q1 2026, an estimated $41.1K.
  • Donaldson made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #754 holding.
  • HUB Investment Partners first reported a position in Donaldson in Q4 2025 and has held it in 2 quarters since.
  • HUB Investment Partners's Donaldson position peaked at $384K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.