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Palisade Capital Management’s Donaldson DCI Stock Holding History

Palisade Capital 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
Q2 		$3.34M Sell
37,183
-9,815
-21% -$844K 0.15% 185
2026
Q1 		$3.99M Sell
46,998
-10,635
-18% -$1.03M 0.13% 167
2025
Q4 		$5.11M Sell
57,633
-3,945
-6% -$343K 0.15% 154
2025
Q3 		$5.04M Buy
61,578
+2,384
+4% +$180K 0.14% 161
2025
Q2 		$4.11M Buy
59,194
+3,283
+6% +$221K 0.12% 178
2025
Q1 		$3.75M Buy
55,911
+2,243
+4% +$155K 0.11% 184
2024
Q4 		$3.61M Buy
53,668
+5,495
+11% +$405K 0.1% 187
2024
Q3 		$3.55M Buy
48,173
+1,838
+4% +$133K 0.09% 191
2024
Q2 		$3.32M Sell
46,335
-923
-2% -$67.7K 0.09% 194
2024
Q1 		$3.53M Buy
47,258
+2,573
+6% +$175K 0.09% 185
2023
Q4 		$2.92M Buy
44,685
+847
+2% +$51.6K 0.08% 203
2023
Q3 		$2.61M Buy
43,838
+9,440
+27% +$584K 0.07% 203
2023
Q2 		$2.15M Buy
34,398
+5,399
+19% +$338K 0.06% 227
2023
Q1 		$1.89M Buy
28,999
+3,858
+15% +$242K 0.05% 265
2022
Q4 		$1.48M Buy
25,141
+1,651
+7% +$94.6K 0.04% 299
2022
Q3 		$1.15M Buy
23,490
+1,148
+5% +$59.9K 0.03% 321
2022
Q2 		$1.08M Buy
22,342
+16,910
+311% +$852K 0.03% 338
2022
Q1 		$282K Buy
+5,432
New +$296K 0.01% 395

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

Palisade Capital Management's DCI Position: Q2 2026 in Review

Palisade Capital Management reduced its Donaldson (DCI) stake by 21% in Q2 2026, selling an estimated $844K and leaving 37,183 shares worth $3.34M. The position accounts for 0.15% of the portfolio, ranked #185.

Palisade Capital Management first reported a position in DCI in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.11M in Q4 2025. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Palisade Capital Management held 37,183 shares of Donaldson worth $3.34M as of Q2 2026.
  • Palisade Capital Management sold 9,815 Donaldson shares in Q2 2026, an estimated $844K.
  • Donaldson made up 0.15% of Palisade Capital Management's portfolio in Q2 2026, its #185 holding.
  • Palisade Capital Management first reported a position in Donaldson in Q1 2022 and has held it in 18 quarters since.
  • Palisade Capital Management's Donaldson position peaked at $5.11M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.