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New York Life Investment Management’s Donaldson DCI Stock Holding History

New York Life 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
2026
Q1 		$1.21M Buy
14,285
+4,047
+40% +$391K 0.01% 631
2025
Q4 		$908K Sell
10,238
-1,644
-14% -$143K 0.01% 633
2025
Q3 		$973K Sell
11,882
-608
-5% -$45.8K 0.01% 662
2025
Q2 		$866K Sell
12,490
-288
-2% -$19.4K 0.01% 670
2025
Q1 		$857K Buy
12,778
+113
+0.9% +$7.82K 0.01% 675
2024
Q4 		$853K Sell
12,665
-1,153
-8% -$85K 0.01% 694
2024
Q3 		$1.02M Sell
13,818
-792
-5% -$57.3K 0.01% 697
2024
Q2 		$1.05M Buy
14,610
+2,428
+20% +$178K 0.01% 669
2024
Q1 		$910K Sell
12,182
-526
-4% -$35.8K 0.01% 697
2023
Q4 		$830K Sell
12,708
-154
-1% -$9.38K 0.01% 704
2023
Q3 		$767K Buy
12,862
+6,778
+111% +$420K 0.01% 683
2023
Q2 		$380K Buy
+6,084
New +$381K ﹤0.01% 1078

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 $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 $3.37T AUM 44.26% 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

New York Life Investment Management's DCI Position: Q1 2026 in Review

New York Life Investment Management increased its Donaldson (DCI) stake by 40% in Q1 2026, buying an estimated $391K and bringing the position to 14,285 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #631.

New York Life Investment Management first reported a position in DCI in Q2 2023 and has held it in 12 quarters since. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • New York Life Investment Management held 14,285 shares of Donaldson worth $1.21M as of Q1 2026.
  • New York Life Investment Management bought 4,047 Donaldson shares in Q1 2026, an estimated $391K.
  • Donaldson made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #631 holding.
  • New York Life Investment Management first reported a position in Donaldson in Q2 2023 and has held it in 12 quarters since.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.