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NEOS Investment Management’s Donaldson DCI Stock Holding History

NEOS Investment Management’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
Q2 		– Sell
-11,848
Closed -$795K – 618
2025
Q1 		$795K Buy
11,848
+7,030
+146% +$486K 0.02% 466
2024
Q4 		$324K Buy
+4,818
New +$355K 0.01% 552

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

NEOS Investment Management's DCI Position: Q2 2025 in Review

NEOS Investment Management sold out of Donaldson (DCI) in Q2 2025, closing a stake of 11,848 shares — an estimated $795K sold.

NEOS Investment Management first reported a position in DCI in Q4 2024 and held it in 2 quarters. The position peaked at $795K in Q1 2025. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • NEOS Investment Management reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • NEOS Investment Management sold 11,848 Donaldson shares in Q2 2025, an estimated $795K.
  • NEOS Investment Management first reported a position in Donaldson in Q4 2024 and held it in 2 quarters.
  • NEOS Investment Management's Donaldson position peaked at $795K in Q1 2025.
  • 526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on NEOS Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.