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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
Q2 		$254K Buy
2,831
+20
+0.7% +$1.72K ﹤0.01% 741
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 $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

Moneta Group Investment Advisors's DCI Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Donaldson (DCI) stake by 0.71% in Q2 2026, buying an estimated $1.72K and bringing the position to 2,831 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Moneta Group Investment Advisors first reported a position in DCI in Q3 2015 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Moneta Group Investment Advisors held 2,831 shares of Donaldson worth $254K as of Q2 2026.
  • Moneta Group Investment Advisors bought 20 Donaldson shares in Q2 2026, an estimated $1.72K.
  • Donaldson made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #741 holding.
  • Moneta Group Investment Advisors first reported a position in Donaldson in Q3 2015 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.