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Moneta Group Investment Advisors’s Donaldson DCI Stock Holding History

Moneta Group Investment 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
Q1 		$239K Buy
2,811
+20
+0.7% +$1.93K ﹤0.01% 714
2025
Q4 		$247K Buy
2,791
+16
+0.6% +$1.39K ﹤0.01% 696
2025
Q3 		$227K Buy
+2,775
New +$209K ﹤0.01% 712
2015
Q4 		– Sell
-169
Closed -$5K – 206
2015
Q3 		$5K Buy
+169
New +$5.43K ﹤0.01% 478

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

Moneta Group Investment Advisors's DCI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Donaldson (DCI) stake by 0.72% in Q1 2026, buying an estimated $1.93K and bringing the position to 2,811 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Moneta Group Investment Advisors first reported a position in DCI in Q3 2015 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Moneta Group Investment Advisors held 2,811 shares of Donaldson worth $239K as of Q1 2026.
  • Moneta Group Investment Advisors bought 20 Donaldson shares in Q1 2026, an estimated $1.93K.
  • Donaldson made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #714 holding.
  • Moneta Group Investment Advisors first reported a position in Donaldson in Q3 2015 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Donaldson position peaked at $247K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.