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Mount Yale Investment Advisors’s Donaldson DCI Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-2,243
Closed -$156K – 889
2025
Q2 		$156K Buy
+2,243
New +$151K 0.01% 584

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Mount Yale Investment Advisors's DCI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Donaldson (DCI) in Q3 2025, closing a stake of 2,243 shares — an estimated $156K sold.

Mount Yale Investment Advisors first reported a position in DCI in Q2 2025 and held it in 1 quarter. The position peaked at $156K in Q2 2025. 562 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,243 Donaldson shares in Q3 2025, an estimated $156K.
  • Mount Yale Investment Advisors first reported a position in Donaldson in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Donaldson position peaked at $156K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.