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Mirabella Financial Services’s Donaldson DCI Stock Holding History

Mirabella Financial Services’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
Q1 		– Sell
-9,148
Closed -$811K – 977
2025
Q4 		$811K Buy
+9,148
New +$794K 0.08% 132
2024
Q2 		– Sell
-6,780
Closed -$506K – 490
2024
Q1 		$506K Buy
+6,780
New +$461K 0.04% 300
2022
Q3 		– Sell
-12,679
Closed -$610K – 382
2022
Q2 		$610K Buy
12,679
+7,826
+161% +$394K 0.06% 219
2022
Q1 		$252K Buy
+4,853
New +$264K 0.03% 357
2020
Q4 		– Sell
-5,473
Closed -$254K – 353
2020
Q3 		$254K Buy
+5,473
New +$266K 0.03% 239

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirabella Financial Services's DCI Position: Q1 2026 in Review

Mirabella Financial Services sold out of Donaldson (DCI) in Q1 2026, closing a stake of 9,148 shares — an estimated $811K sold.

Mirabella Financial Services first reported a position in DCI in Q3 2020 and held it in 5 quarters. The position peaked at $811K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Mirabella Financial Services reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 9,148 Donaldson shares in Q1 2026, an estimated $811K.
  • Mirabella Financial Services first reported a position in Donaldson in Q3 2020 and held it in 5 quarters.
  • Mirabella Financial Services's Donaldson position peaked at $811K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.