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New Age Alpha Advisors’s Donaldson DCI Stock Holding History

New Age Alpha 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 		$3.41M Buy
38,021
+20,601
+118% +$1.77M 0.14% 183
2026
Q1 		$1.48M Sell
17,420
-373
-2% -$36K 0.07% 355
2025
Q4 		$1.58M Buy
17,793
+2,875
+19% +$250K 0.07% 345
2025
Q3 		$1.22M Sell
14,918
-439
-3% -$33.1K 0.05% 391
2025
Q2 		$1.07M Buy
15,357
+1,501
+11% +$101K 0.05% 411
2025
Q1 		$929K Sell
13,856
-4,192
-23% -$290K 0.04% 442
2024
Q4 		$1.22M Buy
+18,048
New +$1.33M 0.05% 411

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

New Age Alpha Advisors's DCI Position: Q2 2026 in Review

New Age Alpha Advisors increased its Donaldson (DCI) stake by 118% in Q2 2026, buying an estimated $1.77M and bringing the position to 38,021 shares worth $3.41M. The position accounts for 0.14% of the portfolio, ranked #183.

New Age Alpha Advisors first reported a position in DCI in Q4 2024 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • New Age Alpha Advisors held 38,021 shares of Donaldson worth $3.41M as of Q2 2026.
  • New Age Alpha Advisors bought 20,601 Donaldson shares in Q2 2026, an estimated $1.77M.
  • Donaldson made up 0.14% of New Age Alpha Advisors's portfolio in Q2 2026, its #183 holding.
  • New Age Alpha Advisors first reported a position in Donaldson in Q4 2024 and has held it in 7 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.