Laird Norton Wetherby Trust Company
DCI icon

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
Q2 		$439K Buy
4,891
+403
+9% +$34.7K 0.01% 758
2026
Q1 		$381K Sell
4,488
-179
-4% -$17.3K 0.01% 787
2025
Q4 		$414K Buy
+4,667
New +$405K 0.01% 781

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Laird Norton Wetherby Trust Company's DCI Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Donaldson (DCI) stake by 9% in Q2 2026, buying an estimated $34.7K and bringing the position to 4,891 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #758.

Laird Norton Wetherby Trust Company first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 4,891 shares of Donaldson worth $439K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 403 Donaldson shares in Q2 2026, an estimated $34.7K.
  • Donaldson made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #758 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.