Inspire Investing’s Donaldson DCI Stock Holding History

Inspire Investing’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	$781K	Buy	9,205 +5,553	+152%	+$536K	0.05%	368
2025 Q4	$324K	Sell	3,652 -134	-4%	-$11.6K	0.03%	805
2025 Q3	$310K	Buy	+3,786	New	+$285K	0.03%	768
2024 Q3	–	Sell	-4,922	Closed	-$352K	–	848
2024 Q2	$352K	Buy	4,922 +119	+2%	+$8.73K	0.04%	543
2024 Q1	$359K	Sell	4,803 -1,074	-18%	-$73.1K	0.04%	569
2023 Q4	$384K	Buy	5,877 +747	+15%	+$45.5K	0.04%	540
2023 Q3	$306K	Buy	5,130 +104	+2%	+$6.44K	0.04%	670
2023 Q2	$314K	Buy	5,026 +854	+20%	+$53.4K	0.04%	564
2023 Q1	$273K	Buy	4,172 +173	+4%	+$10.9K	0.03%	650
2022 Q4	$235K	Sell	3,999 -204	-5%	-$11.7K	0.03%	566
2022 Q3	$206K	Sell	4,203 -199	-5%	-$10.4K	0.03%	608
2022 Q2	$212K	Sell	4,402 -115	-3%	-$5.79K	0.03%	501
2022 Q1	$235K	Buy	4,517 +328	+8%	+$17.9K	0.03%	577
2021 Q4	$248K	Buy	4,189 +295	+8%	+$17.5K	0.03%	564
2021 Q3	$224K	Buy	+3,894	New	+$251K	0.03%	720

Other funds holding DCI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return