OneDigital Investment Advisors’s Donaldson DCI Stock Holding History

OneDigital 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
2026 Q1	$227K	Sell	2,672 -802	-23%	-$77.5K	﹤0.01%	1346
2025 Q4	$308K	Sell	3,474 -300	-8%	-$26.1K	﹤0.01%	1192
2025 Q3	$309K	Buy	3,774 +2	+0.1%	+$151	﹤0.01%	1166
2025 Q2	$262K	Buy	3,772 +75	+2%	+$5.04K	﹤0.01%	1238
2025 Q1	$248K	Buy	3,697 +680	+23%	+$47K	﹤0.01%	1214
2024 Q4	$203K	Buy	3,017 +31	+1%	+$2.29K	﹤0.01%	1332
2024 Q3	$220K	Buy	2,986 +63	+2%	+$4.55K	﹤0.01%	1318
2024 Q2	$209K	Buy	+2,923	New	+$215K	﹤0.01%	1275
2020 Q3	–	Sell	-5,518	Closed	-$257K	–	667
2020 Q2	$257K	Hold	5,518	–	–	0.02%	482
2020 Q1	$213K	Buy	5,518 +1,118	+25%	+$54.7K	0.02%	464
2019 Q4	$254K	Hold	4,400	–	–	0.02%	459
2019 Q3	$229K	Buy	+4,400	New	+$218K	0.02%	454

Other funds holding DCI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneDigital Investment Advisors's DCI Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Donaldson (DCI) stake by 23% in Q1 2026, selling an estimated $77.5K and leaving 2,672 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

OneDigital Investment Advisors first reported a position in DCI in Q3 2019 and has held it in 12 quarters since. The position peaked at $309K in Q3 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

OneDigital Investment Advisors held 2,672 shares of Donaldson worth $227K as of Q1 2026.
OneDigital Investment Advisors sold 802 Donaldson shares in Q1 2026, an estimated $77.5K.
Donaldson made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1346 holding.
OneDigital Investment Advisors first reported a position in Donaldson in Q3 2019 and has held it in 12 quarters since.
OneDigital Investment Advisors's Donaldson position peaked at $309K in Q3 2025.
608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.