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Legend Financial Advisors’s Donaldson DCI Stock Holding History

Legend Financial Advisors’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 		$278K Hold
3,092
– – 0.16% 37
2026
Q1 		$262K Hold
3,092
– – 0.17% 37
2025
Q4 		$274K Buy
+3,092
New +$269K 0.17% 36
2025
Q2 		– Sell
-3,092
Closed -$207K – 172
2025
Q1 		$207K Hold
3,092
– – 0.15% 37
2024
Q4 		$208K Buy
+3,092
New +$228K 0.15% 33
2024
Q3 		– Sell
-3,092
Closed -$221K – 188
2024
Q2 		$221K Buy
+3,092
New +$227K 0.16% 38

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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

Legend Financial Advisors's DCI Position: Q2 2026 in Review

Legend Financial Advisors held its Donaldson (DCI) position steady in Q2 2026 at 3,092 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #37.

Legend Financial Advisors first reported a position in DCI in Q2 2024 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Legend Financial Advisors held 3,092 shares of Donaldson worth $278K as of Q2 2026.
  • Legend Financial Advisors left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.16% of Legend Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Legend Financial Advisors first reported a position in Donaldson in Q2 2024 and has held it in 6 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.