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Inscription Capital’s Donaldson DCI Stock Holding History

Inscription 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
2026
Q1 		$1.37M Sell
16,112
-1,416
-8% -$137K 0.14% 127
2025
Q4 		$1.55M Buy
17,528
+44
+0.3% +$3.82K 0.16% 97
2025
Q3 		$1.43M Buy
17,484
+10,911
+166% +$823K 0.15% 104
2025
Q2 		$456K Buy
+6,573
New +$442K 0.07% 238

Other funds holding DCI

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

Inscription Capital's DCI Position: Q1 2026 in Review

Inscription Capital reduced its Donaldson (DCI) stake by 8.1% in Q1 2026, selling an estimated $137K and leaving 16,112 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #127.

Inscription Capital first reported a position in DCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Inscription Capital held 16,112 shares of Donaldson worth $1.37M as of Q1 2026.
  • Inscription Capital sold 1,416 Donaldson shares in Q1 2026, an estimated $137K.
  • Donaldson made up 0.14% of Inscription Capital's portfolio in Q1 2026, its #127 holding.
  • Inscription Capital first reported a position in Donaldson in Q2 2025 and has held it in 4 quarters since.
  • Inscription Capital's Donaldson position peaked at $1.55M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.