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IEQ Capital’s Donaldson DCI Stock Holding History

IEQ Capital’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
2025
Q3 		– Sell
-9,773
Closed -$678K – 1903
2025
Q2 		$678K Sell
9,773
-24,870
-72% -$1.67M ﹤0.01% 1007
2025
Q1 		$2.32M Buy
34,643
+10,019
+41% +$693K 0.02% 546
2024
Q4 		$1.66M Buy
+24,624
New +$1.82M 0.02% 543

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

IEQ Capital's DCI Position: Q3 2025 in Review

IEQ Capital sold out of Donaldson (DCI) in Q3 2025, closing a stake of 9,773 shares — an estimated $678K sold.

IEQ Capital first reported a position in DCI in Q4 2024 and held it in 3 quarters. The position peaked at $2.32M in Q1 2025. 562 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • IEQ Capital reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 9,773 Donaldson shares in Q3 2025, an estimated $678K.
  • IEQ Capital first reported a position in Donaldson in Q4 2024 and held it in 3 quarters.
  • IEQ Capital's Donaldson position peaked at $2.32M in Q1 2025.
  • 562 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.