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&Partners’s Donaldson DCI Stock Holding History

&Partners’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 		$2.15M Buy
23,935
+661
+3% +$56.9K 0.01% 984
2026
Q1 		$1.98M Buy
23,274
+1,779
+8% +$172K 0.01% 910
2025
Q4 		$1.9M Buy
21,495
+5,205
+32% +$452K 0.01% 895
2025
Q3 		$1.33M Buy
16,290
+119
+0.7% +$8.97K 0.01% 956
2025
Q2 		$1.12M Buy
16,171
+79
+0.5% +$5.31K 0.01% 932
2025
Q1 		$1.07M Buy
16,092
+4,278
+36% +$296K 0.01% 799
2024
Q4 		$805K Buy
11,814
+7,041
+148% +$519K 0.01% 865
2024
Q3 		$352K Buy
4,773
+1,775
+59% +$128K 0.01% 1028
2024
Q2 		$215K Buy
+2,998
New +$220K 0.01% 825

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

&Partners's DCI Position: Q2 2026 in Review

&Partners increased its Donaldson (DCI) stake by 2.8% in Q2 2026, buying an estimated $56.9K and bringing the position to 23,935 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #984.

&Partners first reported a position in DCI in Q2 2024 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • &Partners held 23,935 shares of Donaldson worth $2.15M as of Q2 2026.
  • &Partners bought 661 Donaldson shares in Q2 2026, an estimated $56.9K.
  • Donaldson made up 0.01% of &Partners's portfolio in Q2 2026, its #984 holding.
  • &Partners first reported a position in Donaldson in Q2 2024 and has held it in 9 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.