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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
Q2 		$1.55M Buy
17,289
+1,177
+7% +$101K 0.14% 122
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 $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 $3.37T AUM 44.26% 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

Inscription Capital's DCI Position: Q2 2026 in Review

Inscription Capital increased its Donaldson (DCI) stake by 7.3% in Q2 2026, buying an estimated $101K and bringing the position to 17,289 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #122.

Inscription Capital first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q4 2025. 630 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Inscription Capital held 17,289 shares of Donaldson worth $1.55M as of Q2 2026.
  • Inscription Capital bought 1,177 Donaldson shares in Q2 2026, an estimated $101K.
  • Donaldson made up 0.14% of Inscription Capital's portfolio in Q2 2026, its #122 holding.
  • Inscription Capital first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Inscription Capital's Donaldson position peaked at $1.55M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.