PCM
DCI icon

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
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

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VPM
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VCM
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State Street
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Fidelity Investments
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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