MEG
DCI icon

Millstone Evans Group’s Donaldson DCI Stock Holding History

Millstone Evans Group’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 		$19K Hold
212
– – 0.01% 503
2026
Q1 		$18K Hold
212
– – 0.01% 491
2025
Q4 		$18.8K Hold
212
– – 0.01% 477
2025
Q3 		$17.4K Hold
212
– – 0.01% 469
2025
Q2 		$14.7K Hold
212
– – 0.01% 483
2025
Q1 		$14.2K Hold
212
– – 0.01% 485
2024
Q4 		$14.3K Buy
+212
New +$15.6K 0.01% 458

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

Millstone Evans Group's DCI Position: Q2 2026 in Review

Millstone Evans Group held its Donaldson (DCI) position steady in Q2 2026 at 212 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #503.

Millstone Evans Group first reported a position in DCI in Q4 2024 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Millstone Evans Group held 212 shares of Donaldson worth $19K as of Q2 2026.
  • Millstone Evans Group left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #503 holding.
  • Millstone Evans Group first reported a position in Donaldson in Q4 2024 and has held it in 7 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.