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
Q3 		$1.04M Buy
11,952
+2,370
+25% +$216K ﹤0.01% 1069
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% 713
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

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Lido Advisors's DCI Position: Q3 2026 in Review

Lido Advisors increased its Donaldson (DCI) stake by 25% in Q3 2026, buying an estimated $216K and bringing the position to 11,952 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Lido Advisors first reported a position in DCI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.64M in Q1 2023. 472 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Lido Advisors held 11,952 shares of Donaldson worth $1.04M as of Q3 2026.
  • Lido Advisors bought 2,370 Donaldson shares in Q3 2026, an estimated $216K.
  • Donaldson made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1069 holding.
  • Lido Advisors first reported a position in Donaldson in Q4 2020 and has held it in 23 quarters since.
  • Lido Advisors's Donaldson position peaked at $2.64M in Q1 2023.
  • 472 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.