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Inspire Advisors’s Donaldson DCI Stock Holding History

Inspire Advisors’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 		$969K Sell
11,416
-1,702
-13% -$164K 0.08% 200
2025
Q4 		$1.16M Buy
+13,118
New +$1.14M 0.11% 139

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

Inspire Advisors's DCI Position: Q1 2026 in Review

Inspire Advisors reduced its Donaldson (DCI) stake by 13% in Q1 2026, selling an estimated $164K and leaving 11,416 shares worth $969K. The position accounts for 0.08% of the portfolio, ranked #200.

Inspire Advisors first reported a position in DCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Inspire Advisors held 11,416 shares of Donaldson worth $969K as of Q1 2026.
  • Inspire Advisors sold 1,702 Donaldson shares in Q1 2026, an estimated $164K.
  • Donaldson made up 0.08% of Inspire Advisors's portfolio in Q1 2026, its #200 holding.
  • Inspire Advisors first reported a position in Donaldson in Q4 2025 and has held it in 2 quarters since.
  • Inspire Advisors's Donaldson position peaked at $1.16M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.