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Interchange Capital Partners’s Donaldson DCI Stock Holding History

Interchange Capital Partners’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 		– Sell
-2,331
Closed -$207K – 349
2025
Q4 		$207K Buy
+2,331
New +$202K 0.04% 398
2021
Q1 		– Sell
-331
Closed -$18K – 431
2020
Q4 		$18K Buy
+331
New +$17.5K 0.01% 656

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VCM
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State Street
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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

Interchange Capital Partners's DCI Position: Q1 2026 in Review

Interchange Capital Partners sold out of Donaldson (DCI) in Q1 2026, closing a stake of 2,331 shares — an estimated $207K sold.

Interchange Capital Partners first reported a position in DCI in Q4 2020 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Interchange Capital Partners reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 2,331 Donaldson shares in Q1 2026, an estimated $207K.
  • Interchange Capital Partners first reported a position in Donaldson in Q4 2020 and held it in 2 quarters.
  • Interchange Capital Partners's Donaldson position peaked at $207K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.