Leeward Financial Partners’s Donaldson DCI Stock Holding History

Leeward Financial 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 Q2	$313K	Hold	3,482	–	–	0.08%	90
2026 Q1	$296K	Hold	3,482	–	–	0.09%	82
2025 Q4	$309K	Hold	3,482	–	–	0.09%	82
2025 Q3	$285K	Hold	3,482	–	–	0.08%	89
2025 Q2	$241K	Hold	3,482	–	–	0.08%	96
2025 Q1	$234K	Hold	3,482	–	–	0.09%	78
2024 Q4	$235K	Hold	3,482	–	–	0.08%	79
2024 Q3	$257K	Hold	3,482	–	–	0.1%	77
2024 Q2	$249K	Hold	3,482	–	–	0.1%	76
2024 Q1	$260K	Hold	3,482	–	–	0.11%	78
2023 Q4	$228K	Hold	3,482	–	–	0.11%	82
2023 Q3	$208K	Hold	3,482	–	–	0.11%	75
2023 Q2	$218K	Sell	3,482 -3,482	-50%	-$218K	0.13%	80
2023 Q1	$455K	Buy	+6,964	New	+$438K	0.28%	57

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Leeward Financial Partners's DCI Position: Q2 2026 in Review

Leeward Financial Partners held its Donaldson (DCI) position steady in Q2 2026 at 3,482 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #90.

Leeward Financial Partners first reported a position in DCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $455K in Q1 2023. 625 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Leeward Financial Partners held 3,482 shares of Donaldson worth $313K as of Q2 2026.
Leeward Financial Partners left its Donaldson share count unchanged in Q2 2026.
Donaldson made up 0.08% of Leeward Financial Partners's portfolio in Q2 2026, its #90 holding.
Leeward Financial Partners first reported a position in Donaldson in Q1 2023 and has held it in 14 quarters since.
Leeward Financial Partners's Donaldson position peaked at $455K in Q1 2023.
625 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.