IIC
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Ironwood Investment Counsel’s Donaldson DCI Stock Holding History

Ironwood Investment Counsel’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 		$749K Sell
8,821
-528
-6% -$51K 0.11% 144
2025
Q4 		$829K Sell
9,349
-268
-3% -$23.3K 0.12% 139
2025
Q3 		$787K Sell
9,617
-297
-3% -$22.4K 0.11% 142
2025
Q2 		$688K Hold
9,914
– – 0.11% 141
2025
Q1 		$665K Sell
9,914
-225
-2% -$15.6K 0.11% 138
2024
Q4 		$683K Sell
10,139
-680
-6% -$50.1K 0.12% 140
2024
Q3 		$797K Sell
10,819
-26
-0.2% -$1.88K 0.13% 131
2024
Q2 		$776K Sell
10,845
-450
-4% -$33K 0.14% 129
2024
Q1 		$844K Sell
11,295
-510
-4% -$34.7K 0.15% 131
2023
Q4 		$771K Sell
11,805
-833
-7% -$50.8K 0.14% 133
2023
Q3 		$754K Buy
+12,638
New +$782K 0.16% 125

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

Ironwood Investment Counsel's DCI Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Donaldson (DCI) stake by 5.6% in Q1 2026, selling an estimated $51K and leaving 8,821 shares worth $749K. The position accounts for 0.11% of the portfolio, ranked #144.

Ironwood Investment Counsel first reported a position in DCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $844K in Q1 2024. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Ironwood Investment Counsel held 8,821 shares of Donaldson worth $749K as of Q1 2026.
  • Ironwood Investment Counsel sold 528 Donaldson shares in Q1 2026, an estimated $51K.
  • Donaldson made up 0.11% of Ironwood Investment Counsel's portfolio in Q1 2026, its #144 holding.
  • Ironwood Investment Counsel first reported a position in Donaldson in Q3 2023 and has held it in 11 quarters since.
  • Ironwood Investment Counsel's Donaldson position peaked at $844K in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.