Lido Advisors
DCI icon

Lido Advisors’s Donaldson DCI Stock Holding History

Lido 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 		$860K Buy
9,582
+104
+1% +$8.95K ﹤0.01% 1168
2026
Q1 		$804K Sell
9,478
-4,433
-32% -$428K ﹤0.01% 1068
2025
Q4 		$1.14M Buy
13,911
+17
+0.1% +$1.48K ﹤0.01% 952
2025
Q3 		$1.14M Sell
13,894
-739
-5% -$55.7K ﹤0.01% 901
2025
Q2 		$1.01M Buy
14,633
+11,516
+369% +$775K ﹤0.01% 843
2025
Q1 		$209K Buy
+3,117
New +$216K ﹤0.01% 1370
2024
Q4 		– Sell
-3,786
Closed -$279K – 1518
2024
Q3 		$279K Sell
3,786
-8,446
-69% -$611K ﹤0.01% 1191
2024
Q2 		$875K Sell
12,232
-9,399
-43% -$690K ﹤0.01% 712
2024
Q1 		$1.62M Buy
21,631
+6,229
+40% +$424K 0.01% 491
2023
Q4 		$1.01M Sell
15,402
-11,516
-43% -$702K 0.01% 616
2023
Q3 		$1.61M Buy
26,918
+22,455
+503% +$1.39M 0.01% 425
2023
Q2 		$279K Sell
4,463
-35,898
-89% -$2.25M ﹤0.01% 966
2023
Q1 		$2.64M Buy
40,361
+13,666
+51% +$859K 0.03% 290
2022
Q4 		$1.57M Buy
26,695
+4,963
+23% +$284K 0.02% 327
2022
Q3 		$1.06M Buy
21,732
+17,395
+401% +$908K 0.01% 349
2022
Q2 		$208K Sell
4,337
-294
-6% -$14.8K ﹤0.01% 859
2022
Q1 		$240K Buy
4,631
+95
+2% +$5.17K ﹤0.01% 894
2021
Q4 		$268K Buy
4,536
+631
+16% +$37.4K ﹤0.01% 850
2021
Q3 		$224K Buy
3,905
+57
+1% +$3.68K ﹤0.01% 870
2021
Q2 		$244K Buy
3,848
+30
+0.8% +$1.85K ﹤0.01% 799
2021
Q1 		$222K Sell
3,818
-367
-9% -$21.9K ﹤0.01% 774
2020
Q4 		$233K Buy
+4,185
New +$221K ﹤0.01% 707

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

Lido Advisors's DCI Position: Q2 2026 in Review

Lido Advisors increased its Donaldson (DCI) stake by 1.1% in Q2 2026, buying an estimated $8.95K and bringing the position to 9,582 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Lido Advisors first reported a position in DCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.64M in Q1 2023. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Lido Advisors held 9,582 shares of Donaldson worth $860K as of Q2 2026.
  • Lido Advisors bought 104 Donaldson shares in Q2 2026, an estimated $8.95K.
  • Donaldson made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1168 holding.
  • Lido Advisors first reported a position in Donaldson in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's Donaldson position peaked at $2.64M in Q1 2023.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.