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Marquette Asset Management’s Donaldson DCI Stock Holding History

Marquette Asset Management’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 		$1.62K Sell
18
-6
-25% -$516 ﹤0.01% 655
2026
Q1 		$2.04K Hold
24
– – ﹤0.01% 536
2025
Q4 		$2.13K Buy
24
+6
+33% +$521 ﹤0.01% 475
2025
Q3 		$1.47K Buy
+18
New +$1.36K ﹤0.01% 636

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Marquette Asset Management's DCI Position: Q2 2026 in Review

Marquette Asset Management reduced its Donaldson (DCI) stake by 25% in Q2 2026, selling an estimated $516 and leaving 18 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Marquette Asset Management first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13K in Q4 2025. 322 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Marquette Asset Management held 18 shares of Donaldson worth $1.62K as of Q2 2026.
  • Marquette Asset Management sold 6 Donaldson shares in Q2 2026, an estimated $516.
  • Donaldson made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #655 holding.
  • Marquette Asset Management first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's Donaldson position peaked at $2.13K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.