Nicolet Advisory Services’s Donaldson DCI Stock Holding History

Nicolet Advisory Services’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 Q4	$244K	Buy	+2,540	New	+$221K	0.02%	366

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Nicolet Advisory Services's DCI Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in Donaldson (DCI) in Q4 2025: 2,540 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings.

618 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

Nicolet Advisory Services held 2,540 shares of Donaldson worth $244K as of Q4 2025.
Donaldson was a new Nicolet Advisory Services position in Q4 2025.
Donaldson made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #366 holding.
618 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.