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Laird Norton Wetherby Trust Company’s Donaldson DCI Stock Holding History

Laird Norton Wetherby Trust Company’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 		$381K Sell
4,488
-179
-4% -$17.3K 0.01% 787
2025
Q4 		$414K Buy
+4,667
New +$405K 0.01% 781

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

Laird Norton Wetherby Trust Company's DCI Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Donaldson (DCI) stake by 3.8% in Q1 2026, selling an estimated $17.3K and leaving 4,488 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #787.

Laird Norton Wetherby Trust Company first reported a position in DCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $414K in Q4 2025. 607 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 4,488 shares of Donaldson worth $381K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 179 Donaldson shares in Q1 2026, an estimated $17.3K.
  • Donaldson made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #787 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Donaldson in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Donaldson position peaked at $414K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.