Pallas Capital Advisors
DCI icon

Pallas Capital Advisors’s Donaldson DCI Stock Holding History

Pallas Capital 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
Q2 		$239K Sell
2,665
-45
-2% -$3.87K 0.01% 833
2026
Q1 		$230K Buy
2,710
+26
+1% +$2.51K 0.01% 723
2025
Q4 		$238K Buy
2,684
+15
+0.6% +$1.3K 0.01% 764
2025
Q3 		$218K Buy
+2,669
New +$201K 0.01% 761
2025
Q2 		– Sell
-6,525
Closed -$438K – 886
2025
Q1 		$438K Buy
+6,525
New +$451K 0.02% 506

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's DCI Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Donaldson (DCI) stake by 1.7% in Q2 2026, selling an estimated $3.87K and leaving 2,665 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #833.

Pallas Capital Advisors first reported a position in DCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $438K in Q1 2025. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Pallas Capital Advisors held 2,665 shares of Donaldson worth $239K as of Q2 2026.
  • Pallas Capital Advisors sold 45 Donaldson shares in Q2 2026, an estimated $3.87K.
  • Donaldson made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #833 holding.
  • Pallas Capital Advisors first reported a position in Donaldson in Q1 2025 and has held it in 5 quarters since.
  • Pallas Capital Advisors's Donaldson position peaked at $438K in Q1 2025.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.