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LRI Investments’s Donaldson DCI Stock Holding History

LRI Investments’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 		$8.44K Buy
+94
New +$8.09K ﹤0.01% 1005
2025
Q3 		– Sell
-101
Closed -$7K – 1324
2025
Q2 		$7K Hold
101
– – ﹤0.01% 927
2025
Q1 		$6.77K Hold
101
– – ﹤0.01% 871
2024
Q4 		$6.8K Hold
101
– – ﹤0.01% 860
2024
Q3 		$7.76K Hold
101
– – ﹤0.01% 831
2024
Q2 		$7.23K Hold
101
– – ﹤0.01% 812
2024
Q1 		$7.54K Buy
+101
New +$6.87K ﹤0.01% 555

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

LRI Investments's DCI Position: Q2 2026 in Review

LRI Investments opened a new position in Donaldson (DCI) in Q2 2026: 94 shares worth $8.44K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: LRI Investments previously reported a position in DCI as recently as Q2 2025.

LRI Investments first reported a position in DCI in Q1 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • LRI Investments held 94 shares of Donaldson worth $8.44K as of Q2 2026.
  • Donaldson was a new LRI Investments position in Q2 2026.
  • Donaldson made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1005 holding.
  • LRI Investments first reported a position in Donaldson in Q1 2024 and has held it in 7 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.